Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$369K Sell
2022
Q1
$503K Sell
2021
Q4
$522K Sell
2021
Q3
$686K Sell
2021
Q2
$823K Buy
2021
Q1
$768K Sell
2020
Q4
$672K Sell
2020
Q3
$463K Buy
2020
Q2
$356K Buy
2020
Q1
$223K Buy
2019
Q4
$314K Buy
2019
Q3
$233K Buy
2019
Q2
Sell
2019
Q1
$248K Buy
2018
Q4
$201K Buy