Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
$256K Sell
2021
Q4
$739K Sell
2021
Q3
$1.12M Buy
2021
Q2
$894K Buy
2021
Q1
$818K Buy
2020
Q4
$634K Buy
2020
Q3
$451K Hold
2020
Q2
$316K Hold
2020
Q1
$266K Buy
2019
Q4
$314K Hold
2019
Q3
$251K Buy