Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$439K Sell
2024
Q2
$449K Sell
2024
Q1
$440K Buy
2023
Q4
$439K Sell
2023
Q3
$457K Sell
2023
Q2
$524K Sell
2023
Q1
$633K Buy
2022
Q4
$497K Sell
2022
Q3
$459K Buy
2022
Q2
$472K Buy
2022
Q1
$145K Buy
2021
Q4
$152K Sell
2021
Q3
$153K Buy
2021
Q2
$122K Hold
2021
Q1
$125K Buy
2020
Q1
Sell
2019
Q4
$324K Sell
2019
Q3
$326K Buy
2019
Q2
$192K Buy