Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
2022
Q3
$168K Hold
2022
Q2
$289K Hold
2022
Q1
$383K Buy
2021
Q4
$372K Buy
2021
Q3
$304K Buy
2021
Q2
$267K Sell
2021
Q1
$201K Sell
2020
Q4
$417K Sell
2020
Q3
$405K Sell
2020
Q2
$617K Buy
2020
Q1
$763K Buy
2019
Q4
$670K Buy
2014
Q3
Sell
2014
Q2
$526K Sell
2014
Q1
$922K Buy
2013
Q4
$354K Sell
2013
Q3
$395K Sell
2013
Q2
$658K Buy