Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$276K Sell
2023
Q2
$354K Sell
2023
Q1
$375K Sell
2022
Q4
$351K Sell
2022
Q3
$293K Sell
2022
Q2
$354K Buy
2022
Q1
$346K Buy
2021
Q4
$312K Buy