Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
2022
Q2
$249K Hold
2022
Q1
$301K Sell
2021
Q4
$521K Sell
2021
Q3
$998K Sell
2021
Q2
$872K Hold
2021
Q1
$841K Hold
2020
Q4
$772K Sell
2020
Q3
$980K Buy
2020
Q2
$642K Buy
2019
Q3
Sell
2019
Q2
$1.45M Sell
2019
Q1
$1.73M Buy