Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$281K Hold
2023
Q1
$289K Hold
2022
Q4
$296K Buy
2022
Q2
Sell
2022
Q1
$247K Buy
2021
Q3
Sell
2021
Q2
$204K Buy
2021
Q1
$222K Buy