Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
2022
Q2
$257K Buy
2021
Q4
Sell
2021
Q3
$315K Buy
2020
Q2
Sell
2020
Q1
$1.35M Buy
2019
Q4
$1.22M Buy
2019
Q3
$1.21M Buy
2018
Q3
Sell
2018
Q2
$293K Sell
2018
Q1
$362K Sell
2017
Q4
$410K Buy
2015
Q3
Sell
2015
Q2
$5K Buy