Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$824K Hold
2023
Q4
$792K Hold
2023
Q3
$737K Hold
2023
Q2
$670K Sell
2023
Q1
$631K Hold
2022
Q4
$703K Sell
2022
Q3
$550K Sell
2022
Q2
$651K Hold
2022
Q1
$758K Sell
2021
Q4
$702K Buy
2020
Q1
Sell
2019
Q4
$245K Buy