Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$416K Hold
2023
Q4
$416K Sell
2023
Q3
$586K Buy
2023
Q2
$502K Buy
2023
Q1
$491K Sell
2022
Q4
$457K Buy
2022
Q3
$370K Buy
2022
Q2
$314K Buy
2022
Q1
$286K Buy
2020
Q4
Sell
2020
Q3
$197K Buy
2020
Q2
$224K Buy
2020
Q1
$201K Sell
2019
Q4
$504K Sell
2019
Q3
$559K Buy
2019
Q2
$388K Buy
2019
Q1
$407K Sell
2018
Q4
$393K Buy