Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$251K Sell
2023
Q3
$271K Buy
2023
Q2
$254K Buy
2023
Q1
$274K Sell
2022
Q4
$254K Buy
2022
Q3
$260K Sell
2022
Q2
$384K Sell
2022
Q1
$494K Sell
2021
Q4
$1.6M Hold
2021
Q3
$1.6M Sell
2021
Q2
$2.8M Sell
2021
Q1
$3.13M Buy
2020
Q4
$1.54M Sell
2020
Q3
$5.54M Buy
2020
Q2
$1.69M Buy