Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
2022
Q2
$102K Buy
2022
Q1
Sell
2021
Q4
$380K Buy
2021
Q3
$325K Hold
2021
Q2
$315K Buy
2021
Q1
$286K Sell
2020
Q4
$328K Buy
2020
Q3
$278K Buy
2020
Q2
$248K Buy
2020
Q1
$215K Buy
2019
Q4
$295K Buy
2019
Q3
$215K Buy
2014
Q3
Sell
2014
Q2
$1.14M Buy
2014
Q1
$1.02M Sell
2013
Q4
$1.21M Buy