Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
2021
Q4
$225K Buy
2021
Q3
Sell
2021
Q2
$209K Buy
2020
Q1
Sell
2019
Q4
$218K Hold
2019
Q3
$202K Sell
2019
Q2
$281K Hold
2019
Q1
$282K Hold
2018
Q4
$249K Hold
2018
Q3
$284K Hold
2018
Q2
$267K Hold
2018
Q1
$223K Hold
2017
Q4
$210K Buy
2013
Q3
$57K Sell
2013
Q2
$53K Buy