Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$306K Sell
2023
Q4
$388K Sell
2023
Q3
$529K Sell
2023
Q2
$649K Hold
2023
Q1
$637K Buy
2022
Q4
$602K Sell
2022
Q3
$642K Buy
2022
Q2
$708K Hold
2022
Q1
$799K Sell
2021
Q4
$754K Sell
2021
Q3
$743K Hold
2021
Q2
$732K Hold
2021
Q1
$670K Buy
2020
Q4
$495K Sell
2020
Q3
$496K Hold
2020
Q2
$500K Hold
2020
Q1
$489K Sell
2019
Q4
$561K Buy