Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
$415K Sell
2021
Q4
$506K Sell
2021
Q3
$445K Buy
2021
Q2
$406K Buy
2021
Q1
$400K Buy
2020
Q4
$266K Buy
2020
Q3
$205K Buy
2020
Q2
$204K Sell
2020
Q1
$188K Sell
2019
Q4
$1.08M Sell
2019
Q3
$1.24M Sell
2019
Q2
$1.23M Sell
2019
Q1
$1.58M Sell
2018
Q4
$2.27M Sell
2018
Q3
$2.95M Buy
2018
Q2
$2.76M Buy
2018
Q1
$1.99M Buy
2017
Q4
$1.61M Buy
2017
Q3
$1.04M Buy
2017
Q2
$524K Buy