Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$332K Buy
2023
Q1
$271K Sell
2022
Q4
$497K Buy
2022
Q3
$478K Buy
2022
Q2
$350K Buy
2022
Q1
$531K Buy
2021
Q4
$635K Buy
2021
Q3
$432K Buy
2021
Q2
$444K Buy
2021
Q1
$222K Buy
2020
Q4
$98K Buy
2020
Q3
$68K Hold
2020
Q2
$62K Buy