Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$891K Buy
2023
Q3
$441K Buy
2023
Q2
$336K Sell
2023
Q1
$445K Buy
2022
Q4
$201K Buy
2021
Q4
Sell
2021
Q3
$641K Hold
2021
Q2
$726K Buy
2021
Q1
$509K Buy
2020
Q4
Sell
2020
Q3
$383K Buy