Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
2022
Q2
$315K Hold
2022
Q1
$327K Sell
2021
Q4
$314K Sell
2021
Q3
$356K Sell
2021
Q2
$400K Hold
2021
Q1
$369K Hold
2020
Q4
$311K Sell
2020
Q3
$273K Sell
2020
Q2
$398K Hold
2020
Q1
$416K Hold
2019
Q4
$644K Sell
2019
Q3
$668K Sell
2019
Q2
$2.19M Hold
2019
Q1
$2.3M Sell
2018
Q4
$2M Sell
2018
Q3
$3.19M Sell
2018
Q2
$3.16M Sell
2018
Q1
$2.8M Sell
2017
Q4
$2.9M Sell
2017
Q3
$2.66M Sell
2017
Q2
$2.4M Buy