Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
2022
Q4
$215K Hold
2022
Q3
$223K Sell
2022
Q2
$205K Buy
2021
Q3
Sell
2021
Q2
$3.05M Hold
2021
Q1
$1.82M Hold
2020
Q4
$2.38M Buy
2019
Q2
Sell
2019
Q1
$662K Hold
2018
Q4
$460K Hold
2018
Q3
$720K Hold
2018
Q2
$430K Hold
2018
Q1
$300K Hold
2017
Q4
$278K Hold
2017
Q3
$273K Hold
2017
Q2
$238K Buy