Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$254K Buy
2022
Q2
Sell
2022
Q1
$328K Buy
2021
Q4
$315K Sell
2021
Q3
$992K Sell
2021
Q2
$1.05M Sell
2021
Q1
$1.36M Buy
2020
Q4
$260K Hold
2020
Q3
$270K Hold
2020
Q2
$313K Hold
2020
Q1
$283K Hold
2019
Q4
$313K Buy
2019
Q3
$266K Hold
2019
Q2
$247K Hold
2019
Q1
$277K Hold
2018
Q4
$243K Hold
2018
Q3
$244K Buy
2018
Q2
$249K Sell
2018
Q1
$268K Buy
2017
Q4
$231K Buy