Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$216K Hold
2022
Q1
$259K Sell
2021
Q4
$536K Buy
2021
Q3
$404K Hold
2021
Q2
$405K Hold
2021
Q1
$363K Sell
2020
Q4
$337K Hold
2020
Q3
$288K Buy
2020
Q2
$257K Buy
2015
Q2
Sell
2015
Q1
$43K Hold
2014
Q4
$39K Buy