Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$640K Hold
2022
Q2
$690K Hold
2022
Q1
$738K Hold
2021
Q4
$660K Sell
2021
Q3
$653K Hold
2021
Q2
$635K Hold
2021
Q1
$614K Sell
2020
Q4
$2.1M Hold
2020
Q3
$1.79M Buy
2020
Q2
$1.82M Sell
2020
Q1
$1.88M Sell
2019
Q4
$4.38M Hold
2019
Q3
$4.05M Sell
2019
Q2
$5.54M Hold
2019
Q1
$4.93M Buy
2018
Q4
$4.42M Hold
2018
Q3
$4.93M Hold
2018
Q2
$4.51M Hold
2018
Q1
$4.05M Hold
2017
Q4
$3.54M Hold
2017
Q3
$3.73M Hold
2017
Q2
$3.35M Hold
2017
Q1
$3.14M Buy