Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$234K Hold
2023
Q4
$214K Buy
2022
Q1
$465K Sell
2021
Q4
$708K Sell
2021
Q3
$1.32M Buy
2021
Q2
$1.31M Buy
2021
Q1
$1.17M Buy
2020
Q4
$1.12M Sell
2020
Q3
$1.21M Buy
2020
Q2
$656K Buy