Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$243K Hold
2022
Q1
$408K Hold
2021
Q4
$318K Sell
2021
Q3
$593K Buy
2021
Q2
$588K Sell
2021
Q1
$580K Buy
2020
Q4
$392K Sell
2020
Q3
$454K Buy
2020
Q2
$454K Buy
2020
Q1
$288K Sell
2019
Q4
$1.33M Hold
2019
Q3
$1.05M Sell
2019
Q2
$1.2M Buy
2019
Q1
$1.18M Buy
2018
Q4
$890K Sell
2018
Q3
$1.26M Sell
2018
Q2
$1.04M Sell
2018
Q1
$1.45M Hold
2017
Q4
$1.22M Sell
2017
Q3
$996K Buy