Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$560K Sell
2023
Q2
$612K Sell
2023
Q1
$552K Sell
2022
Q4
$604K Buy
2022
Q3
$457K Hold
2022
Q2
$497K Hold
2022
Q1
$494K Hold
2021
Q4
$468K Hold
2021
Q3
$477K Sell
2021
Q2
$464K Buy
2021
Q1
$387K Hold
2020
Q4
$340K Hold
2020
Q3
$314K Buy