Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
$721K Sell
2022
Q3
$646K Buy
2022
Q2
$471K Sell
2022
Q1
$721K Sell
2021
Q4
$1.11M Buy
2021
Q3
$1.08M Sell
2021
Q2
$1.3M Sell
2021
Q1
$1.27M Buy
2020
Q4
$1.01M Buy
2020
Q3
$912K Buy
2020
Q2
$757K Sell
2020
Q1
$669K Sell
2019
Q4
$1.14M Buy
2019
Q3
$1M Sell
2019
Q2
$1.5M Sell
2019
Q1
$2.49M Sell
2018
Q4
$2.32M Sell
2018
Q3
$2.57M Sell
2018
Q2
$2.89M Buy