Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$208K Sell
2023
Q2
$312K Buy
2023
Q1
$283K Sell
2022
Q4
$259K Sell
2022
Q3
$233K Sell
2022
Q2
$249K Sell
2022
Q1
$334K Sell
2021
Q4
$408K Buy
2021
Q3
$344K Buy
2021
Q2
$332K Buy
2021
Q1
$219K Buy
2019
Q4
Sell
2019
Q3
$216K Sell
2019
Q2
$248K Buy
2019
Q1
Sell
2018
Q4
$134K Buy