Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
$825K Sell
2021
Q4
$946K Buy
2021
Q3
$803K Buy
2021
Q2
Sell
2021
Q1
$541K Buy
2020
Q4
$548K Buy
2020
Q3
$504K Buy
2020
Q2
$438K Sell
2020
Q1
$477K Buy
2019
Q4
$571K Buy
2019
Q2
Sell
2019
Q1
$179K Hold
2018
Q4
$184K Sell
2018
Q3
$198K Sell
2018
Q2
$175K Sell
2018
Q1
$850K Sell
2017
Q4
$1.22M Sell
2017
Q3
$1.22M Sell
2017
Q2
$1.15M Buy