Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$899K Hold
2024
Q1
$877K Sell
2023
Q4
$1.04M Sell
2023
Q3
$920K Buy
2023
Q2
$909K Sell
2023
Q1
$879K Buy
2022
Q4
$746K Hold
2022
Q3
$755K Buy
2022
Q2
$870K Buy
2022
Q1
$879K Hold
2021
Q4
$1.14M Hold
2021
Q3
$904K Hold
2021
Q2
$868K Hold
2021
Q1
$734K Hold
2020
Q4
$771K Hold
2020
Q3
$770K Sell
2020
Q2
$650K Buy