Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$504K Sell
2024
Q2
$431K Hold
2024
Q1
$420K Hold
2023
Q4
$307K Hold
2023
Q3
$405K Hold
2023
Q2
$587K Sell
2023
Q1
$567K Hold
2022
Q4
$725K Hold
2022
Q3
$827K Hold
2022
Q2
$1.03M Hold
2022
Q1
$1.71M Hold
2021
Q4
$2.5M Hold
2021
Q3
$3.13M Hold
2021
Q2
$4.18M Hold
2021
Q1
$3.37M Sell
2020
Q4
$3.07M Hold
2020
Q3
$2.66M Sell
2020
Q2
$3.11M Hold
2020
Q1
$2.81M Sell
2019
Q4
$2.61M Hold
2019
Q3
$2.47M Sell
2019
Q2
$2.31M Hold
2019
Q1
$2.54M Hold
2018
Q4
$1.94M Buy