Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$869K Sell
2024
Q1
$884K Hold
2023
Q4
$690K Hold
2023
Q3
$536K Buy
2023
Q2
$660K Buy
2023
Q1
$466K Hold
2022
Q4
$374K Hold
2022
Q3
$285K Hold
2022
Q2
$326K Hold
2022
Q1
$458K Hold
2021
Q4
$545K Buy
2021
Q3
$399K Hold
2021
Q2
$370K Hold
2021
Q1
$330K Buy
2020
Q4
$229K Buy