Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$263K Sell
2022
Q2
$484K Sell
2022
Q1
$514K Sell
2021
Q4
$546K Hold
2021
Q3
$560K Sell
2021
Q2
$673K Sell
2021
Q1
$777K Hold
2020
Q4
$654K Sell
2020
Q3
$568K Sell
2020
Q2
$1.13M Sell
2020
Q1
$1.38M Buy