Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$105K Hold
2022
Q4
$90.1K Sell
2022
Q3
$182K Sell
2022
Q2
$240K Buy
2022
Q1
$580K Hold
2021
Q4
$1.44M Buy
2021
Q3
$1.73M Buy