Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$633K Buy
2023
Q4
$599K Hold
2023
Q3
$557K Hold
2023
Q2
$507K Hold
2023
Q1
$468K Buy
2022
Q4
$472K Buy
2022
Q3
$225K Sell
2022
Q2
$372K Hold
2022
Q1
$422K Buy
2021
Q4
$233K Hold
2021
Q3
$208K Hold
2021
Q2
$215K Buy