Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$503K Sell
2022
Q1
$581K Hold
2021
Q4
$545K Sell
2021
Q3
$642K Buy
2021
Q2
$526K Hold
2021
Q1
$481K Sell
2020
Q4
$521K Hold
2020
Q3
$504K Sell
2020
Q2
$538K Hold
2020
Q1
$526K Hold
2019
Q4
$597K Hold
2019
Q3
$624K Hold
2019
Q2
$586K Sell
2019
Q1
$603K Sell
2018
Q4
$557K Buy
2018
Q3
$510K Hold
2018
Q2
$509K Sell
2018
Q1
$549K Sell
2017
Q4
$679K Hold
2017
Q3
$662K Buy