Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$823K Buy
2024
Q1
$875K Hold
2023
Q4
$816K Hold
2023
Q3
$721K Hold
2023
Q2
$744K Buy
2023
Q1
$556K Sell
2022
Q4
$518K Buy
2022
Q3
$437K Buy
2022
Q2
$479K Hold
2022
Q1
$539K Hold
2021
Q4
$527K Hold
2021
Q3
$542K Hold
2021
Q2
$568K Hold
2021
Q1
$515K Hold
2020
Q4
$532K Buy