Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$568K Sell
2022
Q1
$874K Hold
2021
Q4
$670K Hold
2021
Q3
$746K Hold
2021
Q2
$740K Hold
2021
Q1
$936K Sell
2020
Q4
$1.02M Hold
2020
Q3
$576K Hold
2020
Q2
$766K Hold
2020
Q1
$553K Sell
2019
Q4
$1.72M Hold
2019
Q3
$1.43M Hold
2019
Q2
$1.44M Hold
2019
Q1
$1.35M Hold
2018
Q4
$1.08M Hold
2018
Q3
$1.59M Hold
2018
Q2
$1.61M Sell
2018
Q1
$1.41M Buy