Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$405K Buy
2024
Q1
$334K Buy
2023
Q4
$115K Buy
2023
Q3
$52K Buy
2022
Q3
Sell
2022
Q2
$162K Sell
2022
Q1
$650K Sell
2021
Q4
$769K Buy
2021
Q3
$1.02M Buy
2021
Q2
$952K Sell
2021
Q1
$997K Buy
2020
Q4
$128K Sell
2020
Q3
$364K Buy
2019
Q3
Sell
2019
Q2
$352K Buy
2019
Q1
Hold