Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
$359K Hold
2021
Q4
$326K Hold
2021
Q3
$314K Buy
2021
Q2
Sell
2021
Q1
$286K Hold
2020
Q4
$248K Hold
2020
Q3
$203K Sell
2020
Q2
$203K Buy
2020
Q1
Sell
2019
Q4
$293K Hold
2019
Q3
$290K Hold
2019
Q2
$304K Hold
2019
Q1
$277K Hold
2018
Q4
$252K Hold
2018
Q3
$261K Hold
2018
Q2
$238K Sell
2018
Q1
$372K Sell
2017
Q4
$436K Buy
2017
Q3
Sell
2017
Q2
$179K Buy