Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$205K Buy
2022
Q3
Sell
2022
Q2
$246K Sell
2022
Q1
$358K Buy
2021
Q4
$369K Buy
2021
Q3
$317K Sell
2021
Q2
$962K Buy
2021
Q1
$725K Buy
2020
Q4
$425K Buy
2020
Q3
$358K Sell
2020
Q2
$339K Buy
2017
Q2
Sell
2017
Q1
$1.24M Sell
2016
Q4
$1.67M Buy