Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$328K Hold
2023
Q2
$392K Hold
2023
Q1
$374K Hold
2022
Q4
$343K Hold
2022
Q3
$318K Hold
2022
Q2
$418K Hold
2022
Q1
$463K Hold
2021
Q4
$480K Hold
2021
Q3
$349K Hold
2021
Q2
$385K Hold
2021
Q1
$405K Hold
2020
Q4
$314K Buy