Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
$728K Sell
2021
Q4
$740K Sell
2021
Q3
$674K Buy
2021
Q2
Sell
2021
Q1
$579K Hold
2020
Q4
$574K Buy
2020
Q3
$392K Sell
2020
Q2
$449K Buy
2019
Q2
Sell
2019
Q1
$141K Hold
2018
Q4
$162K Sell
2018
Q3
$166K Sell
2018
Q2
$178K Sell
2018
Q1
$182K Sell
2017
Q4
$203K Buy
2017
Q3
Sell
2017
Q2
$151K Buy