Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$413K Hold
2023
Q4
$455K Sell
2023
Q3
$592K Hold
2023
Q2
$653K Hold
2023
Q1
$763K Sell
2022
Q4
$839K Hold
2022
Q3
$696K Hold
2022
Q2
$794K Hold
2022
Q1
$830K Buy
2021
Q4
$415K Hold
2021
Q3
$389K Buy