Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$329K Sell
2023
Q1
$329K Sell
2022
Q4
$347K Buy
2022
Q3
$227K Sell
2022
Q2
$438K Sell
2022
Q1
$524K Sell
2021
Q4
$619K Sell
2021
Q3
$645K Sell
2021
Q2
$648K Buy
2021
Q1
$654K Buy
2020
Q4
$374K Sell
2020
Q3
$319K Buy
2020
Q2
$286K Buy