Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$990K Buy
2022
Q4
$857K Buy
2022
Q3
Sell
2022
Q2
$1.08M Sell
2022
Q1
$1.49M Buy
2021
Q4
$1.12M Buy
2014
Q2
Sell
2014
Q1
$1K Buy