Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$479K Sell
2023
Q1
$440K Buy
2022
Q2
$747K Sell
2022
Q1
$1.49M Buy
2021
Q4
$474K Sell
2021
Q3
$848K Buy
2021
Q2
$1.31M Buy
2021
Q1
$1.25M Buy
2020
Q4
$886K Buy
2020
Q3
$560K Buy