Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$255K Sell
2023
Q4
$292K Sell
2023
Q3
$232K Sell
2023
Q2
$335K Sell
2023
Q1
$363K Sell
2022
Q4
$350K Sell
2022
Q3
$347K Buy
2022
Q2
$421K Sell
2022
Q1
$560K Buy
2021
Q4
$560K Buy
2021
Q3
$436K Sell
2021
Q2
$993 Buy
2021
Q1
$61.5K Buy