Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$552K Hold
2023
Q4
$578K Hold
2023
Q3
$580K Hold
2023
Q2
$683K Hold
2023
Q1
$880K Sell
2022
Q4
$1.22M Hold
2022
Q3
$1.11M Hold
2022
Q2
$1.38M Hold
2022
Q1
$1.26M Hold
2021
Q4
$1.52M Buy
2020
Q3
Sell
2020
Q2
$1.67M Buy