Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
2021
Q4
$223K Sell
2021
Q3
$544K Buy
2021
Q2
$356K Hold
2021
Q1
$311K Sell
2020
Q4
$596K Buy
2020
Q3
$588K Buy
2020
Q2
$579K Sell
2020
Q1
$427K Sell
2019
Q4
$544K Buy
2019
Q3
$570K Sell
2019
Q2
$641K Buy
2018
Q4
$1.92M Buy
2018
Q3
$1.76M Sell
2018
Q2
$1.87M Buy