Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$302K Hold
2023
Q1
$359K Sell
2022
Q4
$347K Buy
2022
Q3
$259K Buy
2020
Q1
Sell
2019
Q4
$301K Sell
2019
Q3
$714K Buy