Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$142K Sell
2022
Q1
$197K Buy
2021
Q4
$99K Sell
2021
Q3
$1.11M Buy
2021
Q2
$1.28M Sell
2021
Q1
$1.23M Sell
2020
Q4
$1.24M Buy
2020
Q3
$1.31M Buy
2020
Q2
$1.14M Sell
2020
Q1
$839K Sell
2019
Q4
$860K Buy
2019
Q3
$735K Buy
2019
Q2
$740K Buy
2019
Q1
$613K Sell
2018
Q4
$598K Buy
2018
Q3
$496K Buy
2018
Q2
$579K Hold
2018
Q1
$600K Sell
2017
Q4
$587K Hold
2017
Q3
$587K Buy