Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$1.45M Sell
2023
Q3
$1.15M Buy
2023
Q2
$1.1M Buy
2023
Q1
$770K Sell
2022
Q4
$1.17M Sell
2022
Q3
$965K Buy
2022
Q2
$772K Buy
2022
Q1
$754K Buy
2021
Q4
$949K Buy