Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$145K Hold
2022
Q1
$174K Hold
2021
Q4
$174K Sell
2021
Q3
$328K Hold
2021
Q2
$313K Hold
2021
Q1
$286K Buy
2020
Q4
$269K Buy
2020
Q3
$230K Hold
2020
Q2
$219K Hold
2020
Q1
$182K Hold
2019
Q4
$245K Hold
2019
Q3
$239K Hold
2019
Q2
$237K Hold
2019
Q1
$231K Hold
2018
Q4
$188K Hold
2018
Q3
$212K Hold
2018
Q2
$197K Sell
2018
Q1
$475K Buy
2017
Q4
$196K Sell
2017
Q3
$197K Buy