Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$362K Sell
2022
Q2
$633K Sell
2022
Q1
$1.82M Buy
2021
Q4
$1.2M Hold
2021
Q3
$1.2M Buy
2021
Q2
$1.12M Buy
2021
Q1
$743K Buy
2020
Q4
$664K Buy
2018
Q4
Sell
2018
Q3
$223K Buy
2018
Q1
Sell
2017
Q4
$537K Sell
2017
Q3
$502K Buy
2017
Q2
$406K Buy