Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$615K Buy
2023
Q2
$501K Sell
2023
Q1
$548K Sell
2022
Q4
$599K Sell
2022
Q3
$518K Buy
2022
Q2
$555K Buy
2022
Q1
$541K Buy
2021
Q4
$503K Sell
2021
Q3
$483K Sell
2021
Q2
$1M Sell
2021
Q1
$1.09M Buy
2020
Q4
$1M Sell
2020
Q3
$1.11M Buy
2020
Q2
$1.03M Sell
2020
Q1
$893K Buy
2019
Q4
$1.04M Sell
2019
Q3
$837K Sell
2019
Q2
$850K Buy