Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$619K Hold
2024
Q1
$607K Hold
2023
Q4
$527K Hold
2023
Q3
$478K Sell
2023
Q2
$509K Hold
2023
Q1
$524K Hold
2022
Q4
$467K Hold
2022
Q3
$402K Buy
2022
Q2
$416K Hold
2022
Q1
$538K Hold
2021
Q4
$623K Hold
2021
Q3
$533K Hold
2021
Q2
$517K Hold
2021
Q1
$470K Sell
2020
Q4
$455K Sell
2020
Q3
$445K Sell
2020
Q2
$413K Buy