Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$546K Buy
2023
Q3
$454K Hold
2023
Q2
$428K Hold
2023
Q1
$365K Buy
2022
Q4
$308K Sell
2022
Q3
$320K Hold
2022
Q2
$303K Buy
2022
Q1
$289K Buy
2021
Q4
$284K Hold
2021
Q3
$284K Sell
2021
Q2
$282K Sell
2021
Q1
$283K Hold
2020
Q4
$246K Buy
2020
Q2
$398K Sell
2020
Q1
$578K Buy
2019
Q4
$688K Buy