Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$656K Sell
2023
Q3
$608K Hold
2023
Q2
$639K Sell
2023
Q1
$605K Buy
2022
Q4
$632K Sell
2022
Q3
$531K Sell
2022
Q2
$791K Buy
2022
Q1
$763K Hold
2021
Q4
$692K Hold
2021
Q3
$708K Buy
2021
Q2
$536K Buy
2020
Q4
Sell
2020
Q3
$663K Sell
2020
Q2
$877K Buy
2020
Q1
$840K Sell
2019
Q4
$1.32M Buy
2019
Q3
$420K Buy