Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$397K Hold
2022
Q1
$597K Sell
2021
Q4
$656K Sell
2021
Q3
$768K Buy
2021
Q2
$805K Buy
2021
Q1
$568K Sell
2020
Q4
$514K Buy
2020
Q3
$454K Buy
2020
Q2
$325K Buy
2020
Q1
$252K Hold
2019
Q4
$347K Hold
2019
Q3
$289K Hold
2019
Q2
$234K Hold
2019
Q1
$217K Hold
2018
Q4
$179K Hold
2018
Q3
$239K Sell
2018
Q2
$208K Hold
2018
Q1
$190K Hold
2017
Q4
$179K Hold
2017
Q3
$162K Buy