Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$294K Sell
2024
Q2
$556K Sell
2024
Q1
$465K Sell
2023
Q4
$894K Sell
2023
Q3
$1.57M Sell
2023
Q2
$1.92M Sell
2023
Q1
$1.46M Buy
2022
Q4
$697K Buy
2022
Q3
$554K Sell
2022
Q2
$792K Sell
2022
Q1
$1.44M Buy
2021
Q4
$1.52M Buy
2021
Q3
$1.05M Sell
2021
Q2
$1.04M Buy
2021
Q1
$674K Buy
2020
Q4
$617K Buy