Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$53K Sell
2023
Q4
$116K Sell
2023
Q3
$398K Sell
2023
Q2
$492K Sell
2023
Q1
$1.7M Buy
2022
Q4
$1.44M Sell
2022
Q3
$2.85M Sell
2022
Q2
$4.91M Sell
2022
Q1
$4.86M Sell
2021
Q4
$9.26M Sell
2021
Q3
$11.2M Buy
2021
Q2
$16.2M Sell
2021
Q1
$12.3M Buy
2020
Q4
$14.4M Buy
2020
Q3
$2.48M Buy
2020
Q2
$849K Buy
2020
Q1
$182K Buy
2019
Q4
$187K Sell
2019
Q3
$139K Hold
2019
Q2
$227K Buy