Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$632K Sell
2023
Q1
$898K Sell
2022
Q4
$1.07M Sell
2022
Q3
$841K Buy
2022
Q2
$761K Buy
2022
Q1
$833K Buy
2021
Q4
$924K Sell
2021
Q3
$1.78M Buy
2021
Q2
$598K Buy
2021
Q1
$251K Buy