Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$123K Buy
2022
Q4
$335K Sell
2022
Q3
$349K Buy
2022
Q2
$228K Sell
2022
Q1
$574K Hold
2021
Q4
$582K Sell
2021
Q3
$579K Hold
2021
Q2
$596K Hold
2021
Q1
$646K Buy
2020
Q4
$327K Buy