Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$225K Buy
2023
Q3
Sell
2023
Q2
$219K Hold
2023
Q1
$209K Buy
2022
Q3
Sell
2022
Q2
$658K Sell
2022
Q1
$744K Sell
2021
Q4
$1.9M Buy
2021
Q3
$1.24M Buy
2021
Q2
$1.19M Buy
2021
Q1
$1.01M Sell
2020
Q4
$968K Sell
2020
Q3
$775K Buy
2019
Q4
Sell
2019
Q3
$191K Sell
2019
Q2
$918K Buy