Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
2022
Q2
$15K Buy
2021
Q1
Sell
2020
Q4
$210K Sell
2020
Q3
$223K Sell
2020
Q2
$237K Sell
2020
Q1
$246K Sell
2019
Q4
$271K Sell
2019
Q3
$338K Buy
2019
Q2
$349K Sell
2019
Q1
$348K Sell
2018
Q4
$337K Buy
2018
Q3
$203K Buy
2017
Q4
Sell
2017
Q3
$215K Sell
2017
Q2
$312K Buy
2015
Q1
Sell
2014
Q4
$205K Buy