Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
$397K Sell
2021
Q4
$531K Sell
2021
Q3
$553K Buy
2021
Q2
$516K Sell
2021
Q1
$408K Buy
2020
Q1
Sell
2019
Q4
$826K Sell
2019
Q3
$954K Sell
2019
Q2
$1.18M Sell
2019
Q1
$1.58M Sell
2018
Q4
$1.8M Sell
2018
Q3
$2.29M Buy
2018
Q2
$2.28M Buy
2018
Q1
$2.01M Buy
2017
Q4
$1.42M Buy
2017
Q3
$711K Buy
2017
Q2
$459K Buy