Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$529K Hold
2023
Q2
$615K Sell
2023
Q1
$576K Sell
2022
Q4
$486K Buy
2022
Q3
$350K Buy
2021
Q1
Sell
2020
Q4
$98K Buy
2019
Q3
Sell
2019
Q2
$7K Buy
2018
Q4
Sell
2018
Q3
$88K Hold
2018
Q2
$73K Hold
2018
Q1
$88K Hold
2017
Q4
$79K Buy