Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$201K Buy
2023
Q4
Sell
2023
Q3
$225K Sell
2023
Q2
$285K Sell
2023
Q1
$328K Hold
2022
Q4
$308K Sell
2022
Q3
$377K Hold
2022
Q2
$306K Hold
2022
Q1
$506K Hold
2021
Q4
$825K Hold
2021
Q3
$1.14M Hold
2021
Q2
$1.27M Sell
2021
Q1
$1.09M Sell
2020
Q4
$1.08M Hold
2020
Q3
$912K Sell
2020
Q2
$807K Sell
2020
Q1
$481K Buy
2019
Q4
$540K Sell
2019
Q3
$605K Buy
2019
Q2
$208K Buy