Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$394K Hold
2022
Q2
$462K Hold
2022
Q1
$521K Hold
2021
Q4
$470K Hold
2021
Q3
$470K Hold
2021
Q2
$463K Sell
2021
Q1
$485K Sell
2020
Q4
$461K Sell
2020
Q3
$938K Sell
2020
Q2
$1.16M Buy
2020
Q1
$516K Sell
2019
Q4
$1.3M Sell
2019
Q3
$1.37M Buy
2019
Q2
$970K Buy
2019
Q1
$942K Buy
2018
Q4
$485K Sell
2018
Q3
$930K Sell
2018
Q2
$931K Sell
2018
Q1
$1.14M Buy