Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$888K Buy
2023
Q2
Sell
2023
Q1
$1.13M Buy
2022
Q4
$1.06M Hold
2022
Q3
$834K Sell
2022
Q2
$862K Buy
2022
Q1
$867K Buy
2021
Q4
$713K Buy
2021
Q3
$609K Hold
2021
Q2
$695K Buy
2021
Q1
$626K Hold
2020
Q4
$549K Hold
2020
Q3
$423K Buy