Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$681K Hold
2024
Q1
$642K Hold
2023
Q4
$500K Hold
2023
Q3
$500K Hold
2023
Q2
$496K Hold
2023
Q1
$375K Buy
2022
Q3
$375K Buy