Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$712K Hold
2023
Q1
$775K Hold
2022
Q4
$856K Hold
2022
Q3
$723K Hold
2022
Q2
$780K Hold
2022
Q1
$776K Sell
2021
Q4
$768K Buy
2021
Q3
$697K Hold
2021
Q2
$799K Buy
2021
Q1
$797K Buy
2020
Q4
$735K Sell
2020
Q3
$834K Hold
2020
Q2
$812K Buy
2020
Q1
$718K Hold
2019
Q4
$724K Buy