Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$435K Hold
2023
Q2
$499K Hold
2023
Q1
$437K Hold
2022
Q4
$426K Hold
2022
Q3
$404K Hold
2022
Q2
$408K Hold
2022
Q1
$408K Sell
2021
Q4
$2.27M Buy