Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$430K Hold
2022
Q2
$435K Hold
2022
Q1
$506K Hold
2021
Q4
$549K Hold
2021
Q3
$499K Sell
2021
Q2
$539K Sell
2021
Q1
$568K Buy
2020
Q4
$614K Sell
2020
Q3
$625K Hold
2020
Q2
$610K Sell
2020
Q1
$426K Buy
2017
Q4
Sell
2017
Q3
$253K Buy