Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$421K Sell
2023
Q2
$1.37M Sell
2023
Q1
$1.56M Hold
2022
Q4
$1.31M Hold
2022
Q3
$1.28M Hold
2022
Q2
$1.31M Hold
2022
Q1
$1.49M Hold
2021
Q4
$2.07M Buy
2021
Q3
$1.71M Hold
2021
Q2
$1.49M Hold
2021
Q1
$1.31M Buy