Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
$590K Sell
2021
Q4
$815K Sell
2021
Q3
$1.57M Buy
2021
Q2
$1.32M Sell
2021
Q1
$1.18M Sell
2020
Q4
$958K Sell
2020
Q3
$794K Sell
2020
Q2
$816K Sell
2020
Q1
$825K Sell
2019
Q4
$962K Sell
2019
Q3
$942K Buy
2019
Q2
$730K Buy