Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$26.3K Sell
2023
Q3
$180K Sell
2023
Q2
$232K Buy
2023
Q1
$185K Sell
2022
Q4
$128K Hold
2022
Q3
$233K Hold
2022
Q2
$500K Hold
2022
Q1
$1.32M Hold
2021
Q4
$1.09M Hold
2021
Q3
$2.09M Hold
2021
Q2
$3.74K Hold
2021
Q1
$4.87M Hold
2020
Q4
$4.37M Hold
2020
Q3
$4.34M Hold
2020
Q2
$3.78M Sell
2020
Q1
$5.17M Buy