Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$581K Sell
2022
Q2
$693K Sell
2022
Q1
$907K Sell
2021
Q4
$691K Hold
2021
Q3
$691K Hold
2021
Q2
$699K Hold
2021
Q1
$688K Sell
2020
Q4
$655K Hold
2020
Q3
$628K Sell
2020
Q2
$650K Sell
2020
Q1
$716K Buy
2019
Q4
$796K Sell
2019
Q3
$860K Hold
2019
Q2
$828K Buy
2019
Q1
$819K Hold
2018
Q4
$724K Sell
2018
Q3
$1.73M Sell
2018
Q2
$1.85M Sell
2018
Q1
$1.7M Buy