Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
2022
Q2
$426K Hold
2022
Q1
$530K Buy
2021
Q4
$654K Sell
2021
Q3
$693K Buy
2021
Q2
$675K Buy
2021
Q1
$542K Buy
2020
Q4
$500K Hold
2020
Q3
$490K Hold
2020
Q2
$435K Hold
2020
Q1
$318K Hold
2019
Q4
$330K Hold
2019
Q3
$276K Hold
2019
Q2
$295K Hold
2019
Q1
$266K Hold
2018
Q4
$226K Sell
2018
Q3
$271K Sell
2018
Q2
$262K Buy