Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$624K Sell
2024
Q1
$711K Hold
2023
Q4
$684K Buy
2023
Q3
$544K Buy
2023
Q2
$481K Buy
2023
Q1
$448K Hold
2022
Q4
$391K Buy
2022
Q3
$328K Buy
2022
Q2
$262K Sell
2022
Q1
$361K Buy
2021
Q4
$441K Hold
2021
Q3
$370K Buy
2021
Q2
$307K Hold
2021
Q1
$240K Hold
2020
Q4
$238K Buy
2020
Q1
Sell
2019
Q4
$205K Buy