Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$1.5M Sell
2022
Q2
$2.17M Buy
2022
Q1
$1.05M Sell
2021
Q4
$1.35M Hold
2021
Q3
$1.35M Sell
2021
Q2
$1.34M Sell
2021
Q1
$1.31M Sell
2020
Q4
$1.5M Buy
2020
Q3
$1.19M Sell
2020
Q2
$1.06M Buy
2020
Q1
$799K Buy
2019
Q4
$1.05M Hold
2019
Q3
$916K Buy
2019
Q2
$946K Buy
2019
Q1
$967K Hold
2018
Q4
$818K Buy
2018
Q3
$793K Buy
2017
Q4
Sell
2017
Q3
$212K Sell
2017
Q2
$364K Sell
2017
Q1
$354K Sell
2016
Q4
$290K Buy