Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$634K Sell
2022
Q2
$689K Buy
2022
Q1
$718K Hold
2021
Q4
$488K Hold
2021
Q3
$488K Hold
2021
Q2
$406K Hold
2021
Q1
$373K Sell
2020
Q4
$316K Sell
2020
Q3
$279K Buy
2020
Q2
$277K Hold
2020
Q1
$233K Sell
2019
Q4
$383K Hold
2019
Q3
$364K Hold
2019
Q2
$380K Hold
2019
Q1
$422K Hold
2018
Q4
$407K Hold
2018
Q3
$542K Hold
2018
Q2
$508K Hold
2018
Q1
$455K Buy