Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$1.1M Hold
2022
Q4
$1.2M Sell
2022
Q3
$1.04M Sell
2022
Q2
$977K Buy
2022
Q1
$1.13M Buy
2021
Q4
$1.07M Buy
2021
Q3
$906K Hold
2021
Q2
$870K Sell
2021
Q1
$912K Buy