Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
2022
Q1
$248K Sell
2021
Q4
$290K Sell
2021
Q3
$347K Sell
2021
Q2
$341K Sell
2021
Q1
$345K Buy
2020
Q4
$297K Hold
2020
Q3
$261K Sell
2020
Q2
$312K Hold
2020
Q1
$262K Sell
2019
Q4
$321K Buy
2019
Q3
$405K Buy
2019
Q2
$448K Buy