Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$259K Sell
2023
Q4
$314K Sell
2023
Q3
$651K Sell
2023
Q2
$516K Sell
2023
Q1
$319K Buy
2022
Q4
$265K Sell
2022
Q3
$304K Buy
2022
Q1
Sell
2021
Q4
$1.03M Sell
2021
Q3
$3.49M Sell
2021
Q2
$5.99M Sell
2021
Q1
$5.46M Sell
2020
Q4
$5.3M Buy
2020
Q3
$3.56M Buy
2020
Q2
$1.71M Sell
2020
Q1
$1.46M Sell
2019
Q4
$2.77M Buy
2019
Q3
$1.92M Buy