Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$602K Buy
2023
Q3
$548K Buy
2023
Q2
$609K Hold
2023
Q1
$570K Hold
2022
Q4
$488K Hold
2022
Q3
$404K Hold
2022
Q2
$397K Hold
2022
Q1
$534K Hold
2021
Q4
$534K Hold
2021
Q3
$526K Hold
2021
Q2
$518K Hold
2021
Q1
$486K Hold
2020
Q4
$489K Sell
2020
Q3
$477K Hold
2020
Q2
$413K Hold
2020
Q1
$381K Hold
2019
Q4
$481K Hold
2019
Q3
$496K Buy