Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$355K Sell
2024
Q1
$500K Buy
2023
Q4
$358K Buy
2023
Q3
$315K Buy
2023
Q2
$323K Buy
2023
Q1
$269K Buy
2022
Q4
$221K Buy
2022
Q3
$145K Buy
2022
Q2
$131K Sell
2022
Q1
$161K Buy
2021
Q4
$139K Sell
2021
Q3
$134K Buy
2021
Q2
$116K Buy
2021
Q1
$83K Buy
2020
Q4
$69K Buy
2020
Q3
$14K Buy