Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
2022
Q2
$90K Buy
2020
Q1
Sell
2019
Q4
$251K Sell
2019
Q3
$245K Sell
2019
Q2
$246K Hold
2019
Q1
$258K Sell
2018
Q4
$233K Hold
2018
Q3
$279K Buy
2018
Q2
$231K Hold
2018
Q1
$276K Buy
2017
Q4
$249K Buy