Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$458K Sell
2022
Q4
$634K Hold
2022
Q3
$531K Buy
2022
Q2
Sell
2022
Q1
$983K Sell
2021
Q4
$1M Hold
2021
Q3
$870K Sell
2021
Q2
$908K Sell
2021
Q1
$814K Sell
2020
Q4
$853K Sell
2020
Q3
$1.04M Buy
2020
Q2
$1.11M Buy
2020
Q1
$295K Buy
2019
Q4
$361K Buy