Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$132K Sell
2023
Q2
$265K Sell
2023
Q1
$358K Buy
2022
Q4
$201K Buy
2022
Q3
$129K Buy
2020
Q1
Sell
2019
Q4
$165K Buy
2019
Q3
$147K Buy
2019
Q2
$151K Buy