Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$2.8M Buy
2022
Q4
Sell
2022
Q3
$434K Hold
2022
Q2
$541K Hold
2022
Q1
$975K Hold
2021
Q4
$1.05M Sell
2021
Q3
$885K Hold
2021
Q2
$855K Hold
2021
Q1
$570K Hold
2020
Q4
$558K Hold
2020
Q3
$578K Hold
2020
Q2
$406K Hold
2020
Q1
$282K Sell
2019
Q4
$261K Sell
2019
Q3
$207K Buy
2019
Q2
Sell
2019
Q1
$213K Buy