Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$184K Buy
2024
Q2
$156K Buy
2024
Q1
$184K Buy
2023
Q1
Sell
2022
Q4
$438K Sell
2022
Q3
$1.18M Sell
2022
Q2
$1.78M Buy
2022
Q1
$1.78M Buy
2021
Q1
Sell
2020
Q4
$1.52M Buy
2020
Q3
$1.1M Buy
2020
Q2
$804K Sell
2020
Q1
$1.35M Buy