Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$514K Hold
2023
Q4
$578K Hold
2023
Q3
$514K Hold
2023
Q2
$582K Hold
2023
Q1
$495K Hold
2022
Q4
$390K Hold
2022
Q3
$414K Sell
2022
Q2
$732K Hold
2022
Q1
$732K Hold
2021
Q4
$743K Sell
2021
Q3
$1.3M Hold
2021
Q2
$1.26M Sell
2021
Q1
$1.18M Sell
2020
Q4
$1.54M Buy
2020
Q3
$920K Buy