Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$367K Sell
2023
Q1
$747K Sell
2022
Q4
$672K Sell
2022
Q3
$627K Buy
2022
Q2
$665K Buy
2022
Q1
$651K Buy
2021
Q4
$694K Buy
2021
Q3
$586K Buy
2021
Q2
$220K Buy
2016
Q3
Sell
2016
Q2
$2.94M Sell
2016
Q1
$6.62K Buy