Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
$500K Sell
2021
Q4
$597K Hold
2021
Q3
$464K Hold
2021
Q2
$450K Sell
2021
Q1
$466K Sell
2020
Q4
$415K Sell
2020
Q3
$315K Sell
2020
Q2
$328K Sell
2020
Q1
$245K Sell
2019
Q4
$368K Buy
2019
Q3
$318K Buy
2017
Q1
Sell
2016
Q4
$102K Hold
2016
Q3
$91K Hold
2016
Q2
$95K Hold
2016
Q1
$95K Hold
2015
Q4
$90K Sell
2015
Q3
$75K Buy