Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$620K Buy
2023
Q3
$523K Buy
2023
Q2
$551K Sell
2023
Q1
$516K Sell
2022
Q4
$668K Buy
2022
Q3
$583K Buy
2022
Q2
$653K Buy
2022
Q1
$705K Buy
2021
Q4
$677K Hold
2021
Q3
$677K Buy
2021
Q2
$605K Sell
2021
Q1
$659K Sell
2020
Q4
$627K Buy
2020
Q2
$547K Sell
2020
Q1
$489K Sell
2019
Q4
$550K Buy