Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$241K Sell
2022
Q1
$277K Hold
2021
Q4
$294K Sell
2021
Q3
$317K Sell
2021
Q2
$376K Hold
2021
Q1
$400K Sell
2020
Q4
$361K Sell
2020
Q3
$366K Buy
2020
Q2
$282K Buy
2020
Q1
$195K Hold
2019
Q4
$258K Hold
2019
Q3
$234K Hold
2019
Q2
$247K Hold
2019
Q1
$227K Hold
2018
Q4
$192K Hold
2018
Q3
$210K Hold
2018
Q2
$192K Hold
2018
Q1
$233K Hold
2017
Q4
$254K Hold
2017
Q3
$242K Buy