Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
$569K Sell
2021
Q4
$612K Hold
2021
Q3
$653K Buy
2021
Q2
Sell
2021
Q1
$666K Hold
2020
Q4
$645K Buy
2020
Q3
$562K Buy
2020
Q2
$465K Buy
2020
Q1
$402K Sell
2019
Q4
$529K Buy
2019
Q3
$444K Hold
2019
Q2
$416K Sell
2019
Q1
$401K Hold
2018
Q4
$341K Sell
2018
Q3
$359K Sell
2018
Q2
$348K Sell
2018
Q1
$547K Sell
2017
Q4
$750K Buy
2017
Q3
$687K Sell
2017
Q2
$698K Buy