Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$143K Hold
2023
Q2
$181K Buy
2023
Q1
$216K Hold
2022
Q4
$186K Hold
2022
Q3
$153K Sell
2022
Q2
$201K Hold
2022
Q1
$315K Buy
2021
Q4
$328K Hold
2021
Q3
$356K Hold
2021
Q2
$388K Hold
2021
Q1
$412K Hold
2020
Q4
$257K Hold
2020
Q3
$167K Hold
2020
Q2
$161K Hold
2020
Q1
$93K Hold
2019
Q4
$172K Hold
2019
Q3
$148K Buy