Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$555K Sell
2022
Q2
$560K Buy
2022
Q1
$670K Sell
2021
Q4
$682K Sell
2021
Q3
$843K Buy
2021
Q2
$700K Sell
2021
Q1
$701K Buy
2020
Q4
$642K Sell
2020
Q3
$633K Buy
2020
Q2
Sell
2020
Q1
$515K Buy
2019
Q4
$641K Buy
2019
Q3
$572K Buy
2019
Q2
$571K Sell
2019
Q1
$506K Sell
2018
Q4
$444K Buy