Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$219K Sell
2023
Q3
$234K Sell
2023
Q2
$269K Buy
2023
Q1
$119K Sell
2022
Q4
$182K Hold
2022
Q3
$177K Buy
2022
Q2
$153K Sell
2022
Q1
$184K Buy
2021
Q4
Sell
2021
Q3
$55K Sell
2021
Q2
$153K Sell
2021
Q1
$184K Buy
2020
Q4
$122K Buy
2020
Q3
$88K Hold
2020
Q2
$81K Sell
2020
Q1
$113K Buy
2019
Q3
$257K Buy
2019
Q2
$117K Buy