Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
2022
Q1
$1.3M Sell
2021
Q4
$1.5M Sell
2021
Q3
$1.34M Buy
2021
Q2
$1.22M Buy
2021
Q1
$1.09M Buy
2020
Q4
$607K Buy
2020
Q3
$505K Buy
2020
Q2
$290K Buy
2019
Q1
Sell
2018
Q4
$238K Hold
2018
Q3
$261K Hold
2018
Q2
$237K Hold
2018
Q1
$206K Hold
2017
Q4
$204K Buy