Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$238K Hold
2022
Q2
$283K Hold
2022
Q1
$372K Hold
2021
Q4
$469K Hold
2021
Q3
$502K Hold
2021
Q2
$587K Sell
2021
Q1
$822K Sell
2020
Q4
$757K Sell
2020
Q3
$722K Buy
2020
Q2
$453K Buy
2020
Q1
$242K Hold
2019
Q4
$349K Hold
2019
Q3
$222K Buy
2015
Q2
Sell
2015
Q1
$279K Buy