Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$641K Hold
2024
Q2
$614K Hold
2024
Q1
$599K Hold
2023
Q4
$530K Hold
2023
Q3
$513K Hold
2023
Q2
$489K Hold
2023
Q1
$497K Hold
2022
Q4
$474K Buy
2022
Q2
Sell
2022
Q1
$202K Buy