Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$622K Buy
2023
Q2
$579K Sell
2023
Q1
$826K Buy
2022
Q4
$622K Buy
2022
Q3
$529K Buy
2022
Q2
$804K Buy
2022
Q1
$818K Hold
2021
Q4
$914K Buy