Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$356K Sell
2024
Q1
$387K Buy
2023
Q4
$194K Hold
2023
Q3
$194K Buy
2023
Q2
$177K Sell
2023
Q1
$336K Buy
2022
Q3
$336K Buy
2021
Q3
$2.52M Sell
2021
Q2
$2.38M Buy
2021
Q1
$2.17M Buy
2020
Q4
$1.32M Sell
2020
Q3
$1.4M Buy
2020
Q2
$423K Buy
2020
Q1
Sell
2019
Q4
$225K Buy