Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$686K Sell
2022
Q4
$923K Hold
2022
Q3
$1.11M Hold
2022
Q2
$1.39M Hold
2022
Q1
$1.47M Hold
2021
Q4
$1.45M Hold
2021
Q3
$1.34M Hold
2021
Q2
$1.37M Hold
2021
Q1
$1.16M Hold
2020
Q4
$1.2M Hold
2020
Q3
$1.11M Hold
2020
Q2
$1.21M Hold
2020
Q1
$1.2M Hold
2019
Q4
$1.39M Buy