Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
2022
Q2
$479K Buy
2021
Q3
$531K Buy
2021
Q2
$28K Buy
2020
Q4
Sell
2020
Q3
$938K Hold
2020
Q2
$938K Buy
2020
Q1
$791K Buy
2019
Q4
$968K Buy