Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$893K Hold
2024
Q1
$859K Hold
2023
Q4
$825K Hold
2023
Q3
$768K Hold
2023
Q2
$698K Hold
2023
Q1
$645K Hold
2022
Q4
$719K Hold
2022
Q3
$562K Buy
2022
Q1
$644K Hold
2021
Q4
$584K Hold
2021
Q3
$521K Hold
2021
Q2
$537K Hold
2021
Q1
$512K Hold
2020
Q4
$445K Sell
2020
Q3
$431K Sell
2020
Q2
$463K Buy
2020
Q1
$377K Hold
2019
Q4
$582K Buy