Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$310K Sell
2022
Q4
$338K Buy
2022
Q3
$275K Sell
2022
Q2
$314K Sell
2022
Q1
$346K Sell
2021
Q4
$444K Buy
2021
Q3
$408K Buy
2021
Q2
$245K Buy
2019
Q4
Sell
2019
Q3
$466K Buy