Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$595K Buy
2024
Q1
$455K Buy
2023
Q4
$532K Buy
2023
Q3
$402K Buy
2023
Q2
$257K Buy
2023
Q1
Sell
2022
Q4
$767K Sell
2022
Q3
$700K Sell
2022
Q2
$801K Buy
2022
Q1
$940K Buy
2021
Q4
$267K Sell
2021
Q3
$905K Buy
2021
Q1
Sell
2020
Q4
$26K Buy
2017
Q1
Sell
2016
Q4
$51K Hold
2016
Q3
$45K Buy