Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$182K Sell
2023
Q2
$361K Sell
2023
Q1
$338K Buy
2022
Q4
$377K Sell
2022
Q3
$432K Sell
2022
Q2
$372K Sell
2022
Q1
$459K Buy