Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$858K Hold
2023
Q3
$717K Hold
2023
Q2
$833K Hold
2023
Q1
$768K Hold
2022
Q4
$615K Hold
2022
Q3
$566K Hold
2022
Q2
$675K Hold
2022
Q1
$861K Hold
2021
Q4
$993K Hold
2021
Q3
$922K Hold
2021
Q2
$992K Hold
2021
Q1
$976K Hold
2020
Q4
$901K Buy