Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$145K Sell
2022
Q1
$205K Hold
2021
Q4
$217K Sell
2021
Q3
$240K Sell
2021
Q2
$242K Buy
2021
Q1
$229K Sell
2020
Q4
$257K Buy
2020
Q3
$111K Buy
2020
Q2
$47.3K Buy
2020
Q1
$23.7K Hold
2019
Q4
$31.6K Hold
2019
Q3
$27.6K Hold
2019
Q2
$28.8K Hold
2019
Q1
$30.1K Hold
2018
Q4
$25.4K Hold
2018
Q3
$24.7K Hold
2018
Q2
$24.3K Sell
2018
Q1
$137K Buy
2017
Q4
$124K Hold
2017
Q3
$117K Buy