Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$728K Buy
2022
Q4
Sell
2022
Q3
$1.53M Buy
2022
Q2
Sell
2022
Q1
$420K Sell
2021
Q4
$1.42M Buy
2021
Q3
$337K Buy
2021
Q1
Sell
2020
Q4
$321K Buy