Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$461K Sell
2022
Q2
$579K Sell
2022
Q1
$616K Sell
2021
Q4
$564K Sell
2021
Q3
$592K Sell
2021
Q2
$711K Sell
2021
Q1
$1.03M Sell
2020
Q4
$1.48M Sell
2020
Q3
$1.39M Sell
2020
Q2
$1.71M Sell
2020
Q1
$1.74M Buy
2019
Q4
$1.51M Buy
2015
Q1
Sell
2014
Q4
$65.1K Buy
2014
Q1
Sell
2013
Q4
$222K Buy