Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$1.83M Sell
2023
Q1
$2.59M Buy
2022
Q4
Sell
2022
Q3
$703K Buy
2022
Q2
$408K Buy
2022
Q1
$389K Sell
2021
Q4
$620K Buy
2021
Q3
Sell
2021
Q2
$782K Buy