Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$815K Hold
2024
Q1
$800K Hold
2023
Q4
$701K Hold
2023
Q3
$560K Hold
2023
Q2
$579K Hold
2023
Q1
$539K Hold
2022
Q4
$526K Hold
2022
Q3
$452K Hold
2022
Q2
$435K Buy
2022
Q1
$389K Hold
2021
Q4
$405K Hold
2021
Q3
$348K Hold
2021
Q2
$349K Hold
2021
Q1
$312K Hold
2020
Q4
$323K Buy
2020
Q3
$295K Hold
2020
Q2
$236K Buy
2020
Q1
Sell
2019
Q4
$240K Buy
2019
Q3
$237K Sell
2019
Q2
$243K Buy