Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$458K Buy
2023
Q1
$426K Buy
2022
Q2
$238K Sell
2022
Q1
$239K Buy
2021
Q3
$217K Buy
2021
Q2
$235K Sell
2021
Q1
$291K Sell
2020
Q4
$359K Sell
2020
Q3
$606K Buy