Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$593K Sell
2023
Q2
$590K Sell
2023
Q1
$877K Hold
2022
Q4
$806K Buy
2022
Q3
$353K Sell
2022
Q2
$516K Sell
2022
Q1
$624K Buy
2021
Q4
$327K Sell
2021
Q3
$301K Buy