Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$303K Buy
2024
Q2
$282K Sell
2024
Q1
$423K Buy
2023
Q4
$536K Buy
2023
Q3
$378K Sell
2023
Q2
$393K Sell
2023
Q1
$507K Buy
2022
Q4
$539K Buy
2022
Q3
$393K Sell
2022
Q2
$439K Sell
2022
Q1
$619K Buy
2021
Q4
$338K Sell
2021
Q3
$392K Buy
2021
Q2
$395K Buy
2021
Q1
$277K Buy
2017
Q3
Sell
2017
Q2
$101K Buy
2017
Q1
$101K Buy