Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$633K Sell
2023
Q2
$1.69M Buy
2023
Q1
Sell
2022
Q4
$2.21M Sell
2022
Q3
$1.47M Buy
2017
Q2
Sell
2017
Q1
$830K Buy