Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$1.03M Sell
2024
Q2
$1.07M Hold
2024
Q1
$997K Hold
2023
Q4
$840K Buy
2023
Q3
$696K Hold
2023
Q2
$714K Buy
2023
Q1
$461K Sell
2022
Q4
$387K Buy
2022
Q3
$507K Buy
2022
Q2
$474K Buy
2022
Q1
$711K Buy
2021
Q4
$413K Buy