Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$50K Sell
2022
Q1
$109K Sell
2021
Q4
$144K Buy
2021
Q3
$125K Sell
2021
Q2
$143K Buy
2021
Q1
$138K Sell
2020
Q4
$229K Buy
2020
Q3
$208K Sell
2020
Q2
$229K Buy
2020
Q1
$173K Buy
2019
Q4
$120K Sell
2019
Q3
$355K Buy
2019
Q2
$251K Sell
2019
Q1
$515K Sell
2018
Q4
$506K Buy
2018
Q3
$469K Buy
2018
Q2
$284K Buy
2018
Q1
$296K Buy
2017
Q4
$459 Buy