Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$877K Hold
2024
Q1
$784K Hold
2023
Q4
$720K Hold
2023
Q3
$646K Hold
2023
Q2
$687K Hold
2023
Q1
$772K Hold
2022
Q4
$707K Hold
2022
Q3
$710K Hold
2022
Q2
$735K Hold
2022
Q1
$1.06M Hold
2021
Q4
$956K Hold
2021
Q3
$778K Hold
2021
Q2
$834K Hold
2021
Q1
$806K Hold
2020
Q4
$615K Buy