Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$254K Hold
2023
Q4
$248K Sell
2023
Q3
$405K Sell
2023
Q2
$1.11M Sell
2023
Q1
$1.16M Buy
2022
Q4
$658K Buy
2022
Q3
$134K Sell
2022
Q2
$145K Buy
2022
Q1
$119K Sell
2021
Q4
$235K Sell
2021
Q3
$365K Sell
2021
Q2
$536K Buy
2021
Q1
$449K Sell
2020
Q4
$982K Sell
2020
Q3
$1.02M Buy
2020
Q2
$1.05M Buy
2020
Q1
$284K Buy
2019
Q4
Sell
2019
Q3
$74K Buy