Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
2022
Q4
$842K Buy
2022
Q3
$650K Buy
2022
Q2
$821K Buy
2022
Q1
$918K Buy
2021
Q4
$951K Buy
2021
Q3
$879K Buy
2021
Q2
Sell
2021
Q1
$878K Buy
2020
Q4
$742K Buy