Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
2022
Q1
$706K Hold
2021
Q4
$590K Hold
2021
Q3
$838K Hold
2021
Q2
$937K Sell
2021
Q1
$876K Sell
2020
Q4
$1.12M Hold
2020
Q3
$1.25M Buy
2020
Q2
$1.03M Buy
2020
Q1
$794K Hold
2019
Q4
$1.1M Buy