Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$276K Sell
2023
Q3
$1.57M Buy
2023
Q2
$60.2K Buy
2023
Q1
Hold
2022
Q4
Hold
2022
Q3
Sell
2022
Q2
$269K Sell
2022
Q1
$4.44M Buy
2021
Q4
$6.47M Buy
2021
Q3
$3.98K Sell
2021
Q2
$8.21K Buy
2021
Q1
$7K Sell
2020
Q4
$9.38K Buy
2020
Q2
Hold
2020
Q1
Sell
2019
Q4
$192K Sell
2019
Q3
$350K Buy