Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$461K Hold
2023
Q3
$405K Hold
2023
Q2
$429K Hold
2023
Q1
$354K Sell
2022
Q4
$667K Hold
2022
Q3
$583K Sell
2022
Q2
$835K Buy
2022
Q1
$295K Buy