Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
2022
Q2
$239K Sell
2022
Q1
$364K Sell
2021
Q4
$1.3M Sell
2021
Q3
$2.04M Sell
2021
Q2
$3.1M Buy
2021
Q1
$2.13M Hold
2020
Q4
$2.18M Hold
2020
Q3
$1.24M Sell
2020
Q2
$915K Buy
2020
Q1
$559K Buy
2019
Q4
$753K Sell
2019
Q3
$839K Sell
2019
Q2
$776K Sell
2019
Q1
$650K Buy
2018
Q4
$215K Buy