Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
$401K Sell
2021
Q4
$457K Sell
2021
Q3
$463K Buy
2021
Q2
$352K Buy
2021
Q1
$402K Buy
2020
Q4
$294K Buy
2020
Q3
$220K Buy
2020
Q2
$201K Sell
2020
Q1
$186K Sell
2019
Q4
$772K Sell
2019
Q3
$918K Sell
2019
Q2
$988K Sell
2019
Q1
$1.58M Sell
2018
Q4
$1.93M Sell
2018
Q3
$2.71M Buy
2018
Q2
$2.65M Buy
2018
Q1
$2.01M Buy
2017
Q4
$1.57M Buy
2017
Q3
$1.19M Buy
2017
Q2
$521K Buy