Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$226K Hold
2022
Q1
$251K Hold
2021
Q4
$260K Sell
2021
Q3
$1.08M Hold
2021
Q2
$1.19M Buy
2021
Q1
$799K Sell
2020
Q4
$647K Hold
2020
Q3
$499K Sell
2020
Q2
$476K Sell
2020
Q1
$486K Sell
2019
Q4
$683K Sell
2019
Q3
$641K Hold
2019
Q2
$704K Sell
2019
Q1
$664K Buy
2018
Q4
$688K Sell
2018
Q3
$872K Buy
2018
Q2
$689K Sell
2018
Q1
$669K Sell
2017
Q4
$672K Hold
2017
Q3
$638K Buy