Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$940K Buy
2023
Q4
$1.11M Buy
2023
Q3
$948K Sell
2023
Q2
$912K Buy
2023
Q1
$713K Hold
2022
Q4
$622K Buy
2022
Q3
$414K Sell
2022
Q2
$678K Buy
2022
Q1
$811K Buy
2021
Q4
$992K Buy
2021
Q3
$1M Buy
2021
Q2
$1.02M Hold
2021
Q1
$829K Buy
2020
Q4
$669K Sell
2020
Q3
$1.05M Hold
2020
Q2
$935K Buy
2019
Q4
$267K Buy