Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
2021
Q4
$201K Buy
2021
Q3
$218K Buy
2021
Q2
Sell
2021
Q1
$262K Sell
2020
Q4
$563K Buy
2020
Q3
$435K Buy
2020
Q2
$474K Buy
2020
Q1
$385K Sell
2019
Q4
$858K Sell
2019
Q3
$1.06M Hold
2019
Q2
$1.01M Sell
2019
Q1
$1.07M Buy
2018
Q4
$693K Sell
2018
Q3
$812K Sell
2018
Q2
$739K Sell
2018
Q1
$732K Sell
2017
Q4
$884K Hold
2017
Q3
$762K Buy
2017
Q2
$588K Buy