Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$1.05M Hold
2023
Q4
$1.45M Hold
2023
Q3
$1.46M Hold
2023
Q2
$1.52M Hold
2023
Q1
$1.21M Hold
2022
Q4
$717K Hold
2022
Q3
$1.54M Hold
2022
Q2
$1.31M Hold
2022
Q1
$2.09M Hold
2021
Q4
$2.05M Sell
2021
Q3
$1.88M Hold
2021
Q2
$1.65M Hold
2021
Q1
$1.62M Sell
2020
Q4
$2.56M Sell
2020
Q3
$1.64M Hold
2020
Q2
$826K Hold
2020
Q1
$401K Buy