Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
2021
Q4
$280K Sell
2021
Q3
$555K Sell
2021
Q2
$728K Buy
2018
Q4
Sell
2018
Q3
$200K Buy
2018
Q1
Sell
2017
Q4
$285K Buy
2017
Q2
Hold
2017
Q1
Hold
2016
Q4
Sell
2016
Q3
$464K Buy
2016
Q2
Sell
2016
Q1
$313K Buy