Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
$1.51M Buy
2021
Q2
$891K Buy
2021
Q1
$992K Buy
2020
Q4
$947K Sell
2020
Q3
$981K Sell
2020
Q2
$1.37M Sell
2020
Q1
$1.33M Buy
2019
Q4
$1.55M Buy
2019
Q3
$889K Buy
2019
Q2
$547K Hold
2019
Q1
$530K Sell
2018
Q4
$483K Sell
2018
Q3
$543K Buy
2018
Q2
$477K Sell
2018
Q1
$463K Hold
2017
Q4
$426K Buy
2017
Q3
$390K Sell
2017
Q2
$374K Hold
2017
Q1
$352K Hold
2016
Q4
$325K Sell
2016
Q3
$320K Buy