Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$546K Sell
2022
Q2
$597K Buy
2022
Q1
$656K Sell
2021
Q4
$607K Hold
2021
Q3
$607K Sell
2021
Q2
$592K Sell
2021
Q1
$660K Buy
2020
Q4
$512K Buy
2020
Q3
$378K Hold
2020
Q2
$380K Buy
2020
Q1
$279K Buy
2019
Q4
$343K Hold
2019
Q3
$307K Sell
2019
Q2
$698K Sell
2019
Q1
$757K Buy
2018
Q4
Sell
2018
Q3
$1.02M Buy
2018
Q2
$1.01M Buy
2018
Q1
$783K Buy