Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$319K Buy
2023
Q2
$291K Buy
2023
Q1
$322K Hold
2022
Q4
$280K Hold
2022
Q3
$252K Sell
2022
Q2
$217K Sell
2022
Q1
$254K Sell
2021
Q4
$240K Hold
2021
Q3
$232K Sell
2021
Q2
$222K Hold
2021
Q1
$205K Buy
2020
Q2
Sell
2020
Q1
$202K Sell
2019
Q4
$319K Sell
2019
Q3
$313K Sell
2019
Q2
$472K Buy