Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$394K Sell
2022
Q4
$624K Buy
2022
Q3
$242K Sell
2022
Q2
$646K Sell
2022
Q1
$861K Sell
2021
Q4
$897K Sell
2021
Q3
$766K Buy
2021
Q2
$715K Sell
2021
Q1
$762K Sell
2020
Q4
$597K Hold
2020
Q3
$461K Buy
2020
Q2
$301K Buy