Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$1.13M Hold
2024
Q1
$1.21M Hold
2023
Q4
$1.01M Hold
2023
Q3
$858K Hold
2023
Q2
$959K Hold
2023
Q1
$859K Hold
2022
Q4
$768K Hold
2022
Q3
$711K Buy
2022
Q1
$771K Hold
2021
Q4
$789K Hold
2021
Q3
$825K Hold
2021
Q2
$812K Hold
2021
Q1
$905K Hold
2020
Q4
$865K Hold
2020
Q3
$783K Hold
2020
Q2
$742K Hold
2020
Q1
$722K Hold
2019
Q4
$879K Buy