Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$175K Buy
2022
Q2
Sell
2022
Q1
$267K Sell
2021
Q4
$378K Buy
2020
Q3
$430K Sell
2020
Q2
$495K Buy
2020
Q1
$476K Buy
2019
Q4
$604K Buy
2019
Q3
$581K Sell
2019
Q2
$516K Buy
2019
Q1
$479K Sell
2018
Q4
$526K Buy
2018
Q3
$594K Sell
2018
Q2
$573K Sell
2018
Q1
$691K Sell
2017
Q4
$789K Sell
2017
Q3
$1.12M Sell
2017
Q2
$1.26M Sell
2017
Q1
$1.66M Buy
2016
Q4
$1.66M Buy