Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$673K Sell
2022
Q2
$697K Sell
2022
Q1
$1.06M Sell
2021
Q4
$1.97M Hold
2021
Q3
$1.97M Buy
2021
Q2
$2.01M Buy
2021
Q1
$881K Buy
2020
Q4
$842K Buy
2020
Q3
$717K Sell
2020
Q2
$753K Buy
2020
Q1
$707K Buy
2019
Q4
$854K Sell
2019
Q3
$835K Hold
2019
Q2
$781K Hold
2019
Q1
$723K Hold
2018
Q4
$635K Sell
2018
Q3
$804K Hold
2018
Q2
$743K Hold
2018
Q1
$772K Buy