Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$298K Buy
2023
Q2
$338K Buy
2023
Q1
$371K Buy
2022
Q4
$335K Buy
2022
Q3
$202K Buy
2022
Q2
$245K Buy
2022
Q1
$318K Buy
2021
Q4
$392K Sell
2021
Q3
$346K Hold
2021
Q2
$368K Buy
2021
Q1
$315K Buy
2020
Q4
$335K Sell
2020
Q3
$298K Hold
2020
Q2
$232K Buy