Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
2022
Q2
$266K Sell
2022
Q1
$545K Sell
2021
Q4
$772K Sell
2021
Q3
$674K Sell
2021
Q2
$757K Sell
2021
Q1
$4.46M Sell
2020
Q4
$4.88M Buy
2020
Q3
$3.89M Buy
2020
Q2
$2.58M Buy
2020
Q1
Sell
2019
Q4
$1.07M Buy
2018
Q4
Sell
2018
Q3
$280K Hold
2018
Q2
$263K Hold
2018
Q1
$219K Hold
2017
Q4
$206K Buy
2016
Q1
Sell
2015
Q4
$243K Sell
2015
Q3
$246K Buy