Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
2021
Q4
$223K Sell
2021
Q3
$248K Hold
2021
Q2
$338K Hold
2021
Q1
$322K Buy
2020
Q4
$282K Buy
2020
Q3
$236K Buy
2020
Q1
Sell
2019
Q4
$284K Sell
2019
Q3
$469K Sell
2019
Q2
$2.4M Sell
2019
Q1
$3.52M Sell
2018
Q4
$3.28M Buy
2018
Q3
$4.35M Buy
2018
Q2
$3.73M Buy
2018
Q1
$3.2M Buy
2017
Q4
$2.29M Buy
2017
Q3
$865K Buy