Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$360K Sell
2022
Q1
$512K Buy
2021
Q4
$404K Sell
2021
Q3
$1.06M Sell
2021
Q2
$1.2M Buy
2021
Q1
$1.08M Buy
2020
Q4
$725K Buy
2020
Q3
$480K Buy
2020
Q2
$253K Buy
2020
Q1
$156K Buy
2019
Q4
$175K Hold
2019
Q3
$151K Sell
2019
Q2
$193K Sell
2019
Q1
$147K Buy
2018
Q4
$134K Buy
2018
Q3
$151K Hold
2018
Q2
$118K Hold
2018
Q1
$116K Hold
2017
Q4
$134K Hold
2017
Q3
$109K Buy