Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
2022
Q3
$1.23M Sell
2022
Q2
$1.57M Buy
2022
Q1
$1.72M Buy
2021
Q4
$1.71M Buy
2021
Q3
$1.59M Buy
2021
Q2
$1.68M Buy
2021
Q1
$1.57M Buy
2020
Q4
$1.26M Buy
2020
Q3
$1.1M Buy
2020
Q2
$1.05M Buy
2020
Q1
$902K Buy
2019
Q4
Hold
2019
Q2
Sell
2019
Q1
$200K Buy