Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$821K Hold
2024
Q1
$487K Hold
2023
Q4
$189K Hold
2023
Q3
$252K Hold
2023
Q2
$378K Hold
2023
Q1
$366K Hold
2022
Q4
$395K Hold
2022
Q3
$523K Hold
2022
Q2
$616K Hold
2022
Q1
$645K Hold
2021
Q4
$912K Hold
2021
Q3
$1.42M Hold
2021
Q2
$2.72M Hold
2021
Q1
$1.35M Buy
2020
Q4
$2.36M Buy