Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$642K Buy
2023
Q1
$596K Hold
2022
Q4
$600K Hold
2022
Q3
$461K Hold
2022
Q2
$368K Sell
2022
Q1
$1.57M Hold
2021
Q4
$1.6M Hold
2021
Q3
$1.27M Hold
2021
Q2
$1.34M Hold
2021
Q1
$1.54M Hold
2020
Q4
$1.64M Buy
2020
Q3
$703K Buy