Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
2021
Q4
$241K Sell
2021
Q3
$291K Sell
2021
Q2
$356K Sell
2021
Q1
$370K Sell
2020
Q4
$515K Sell
2020
Q3
$1.2M Sell
2020
Q2
$1.45M Sell
2020
Q1
$1.3M Buy