Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$266K Hold
2022
Q2
$272K Sell
2022
Q1
$338K Hold
2021
Q4
$408K Hold
2021
Q3
$374K Sell
2021
Q2
$428K Buy
2021
Q1
$347K Hold
2020
Q4
$406K Hold
2020
Q3
$336K Hold
2020
Q2
$266K Buy
2020
Q1
$206K Sell
2019
Q4
$409K Sell
2019
Q3
$402K Hold
2019
Q2
$374K Hold
2019
Q1
$303K Hold
2018
Q4
$239K Hold
2018
Q3
$258K Hold
2018
Q2
$283K Sell
2018
Q1
$256K Sell
2017
Q4
$281K Buy