Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$461K Sell
2022
Q2
$612K Buy
2022
Q1
$744K Sell
2021
Q4
$823K Hold
2021
Q3
$823K Buy
2021
Q2
$880K Sell
2021
Q1
$1.72M Sell
2020
Q4
$2.05M Sell
2020
Q3
$1.54M Sell
2020
Q2
$1.39M Sell
2020
Q1
$1.18M Buy
2019
Q4
$1.42M Hold
2019
Q3
$1.14M Buy
2019
Q2
$951K Sell
2019
Q1
$1M Sell
2018
Q4
$941K Hold
2018
Q3
$1.13M Buy
2018
Q2
$919K Sell
2018
Q1
$1.11M Buy