Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$517K Sell
2022
Q4
$484K Hold
2022
Q3
$440K Hold
2022
Q2
$477K Sell
2022
Q1
$573K Buy
2021
Q4
$385K Sell
2021
Q3
$481K Hold
2021
Q2
$540K Hold
2021
Q1
$574K Buy
2020
Q4
$360K Buy
2020
Q3
$299K Hold
2020
Q2
$224K Sell
2020
Q1
$416K Buy
2019
Q4
$269K Buy