Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
2022
Q2
$201K Buy
2022
Q1
Sell
2021
Q4
$245K Hold
2021
Q3
$231K Hold
2021
Q2
$256K Sell
2021
Q1
$765K Buy
2020
Q4
$266K Sell
2020
Q3
$303K Buy
2020
Q2
$297K Hold
2020
Q1
$301K Sell
2019
Q4
$349K Hold
2019
Q3
$330K Hold
2019
Q2
$286K Sell
2019
Q1
$669K Buy
2018
Q4
$330K Sell
2018
Q3
$516K Hold
2018
Q2
$439K Hold
2018
Q1
$395K Buy