Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$997K Buy
2024
Q1
$801K Buy
2023
Q3
Sell
2023
Q2
$323K Buy
2023
Q1
$281K Sell
2022
Q4
$436K Buy
2022
Q1
Sell
2021
Q4
$115K Buy
2021
Q2
Sell
2021
Q1
$96K Buy
2020
Q4
Sell
2020
Q3
$49K Buy
2020
Q1
Sell
2019
Q4
$182K Buy
2019
Q1
Sell
2018
Q4
$56K Buy