Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$1.46M Buy
2024
Q2
$1.35M Buy
2024
Q1
$1.04M Buy
2023
Q4
$875K Buy
2023
Q3
$736K Buy
2023
Q2
$748K Sell
2023
Q1
$719K Sell
2022
Q4
$727K Buy
2022
Q3
$540K Hold
2022
Q2
$598K Hold
2022
Q1
$673K Buy
2021
Q4
$642K Hold
2021
Q3
$660K Buy
2021
Q2
$692K Buy
2021
Q1
$626K Buy
2020
Q4
$590K Buy