Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$583K Hold
2022
Q4
$665K Hold
2022
Q3
$613K Hold
2022
Q2
$718K Hold
2022
Q1
$826K Hold
2021
Q4
$985K Sell
2021
Q3
$2.17M Hold
2021
Q2
$2.46M Hold
2021
Q1
$2.39M Buy