Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$1.04M Hold
2024
Q1
$1.23M Hold
2023
Q4
$1.04M Hold
2023
Q3
$834K Hold
2023
Q2
$895K Hold
2023
Q1
$776K Hold
2022
Q4
$728K Hold
2022
Q3
$728K Hold
2022
Q2
$789K Hold
2022
Q1
$796K Hold
2021
Q4
$1.09M Hold
2021
Q3
$867K Hold
2021
Q2
$919K Hold
2021
Q1
$934K Hold
2020
Q4
$857K Hold
2020
Q3
$860K Sell
2020
Q2
$792K Buy