Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$496K Sell
2024
Q2
$371K Sell
2024
Q1
$382K Buy
2023
Q4
$248K Buy
2022
Q3
Sell
2022
Q2
$208K Sell
2022
Q1
$249K Sell
2021
Q4
$309K Sell
2021
Q3
$349K Buy
2021
Q2
$373K Sell
2021
Q1
$375K Buy
2020
Q4
$287K Buy