Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
$180K Hold
2022
Q3
$155K Buy
2022
Q2
$236K Sell
2022
Q1
$241K Buy
2021
Q4
$269K Hold
2021
Q3
$228K Hold
2021
Q2
$311K Hold
2021
Q1
$296K Hold
2020
Q4
$270K Hold
2020
Q3
$291K Buy
2018
Q4
Sell
2018
Q3
$233K Hold
2018
Q2
$234K Hold
2018
Q1
$247K Hold
2017
Q4
$257K Buy