Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$565K Hold
2022
Q1
$545K Hold
2021
Q4
$524K Hold
2021
Q3
$524K Hold
2021
Q2
$519K Hold
2021
Q1
$526K Sell
2020
Q4
$519K Hold
2020
Q3
$435K Hold
2020
Q2
$382K Hold
2020
Q1
$319K Sell
2019
Q4
$633K Sell
2019
Q3
$616K Hold
2019
Q2
$549K Hold
2019
Q1
$518K Sell
2018
Q4
$504K Sell
2018
Q3
$590K Buy
2018
Q2
$549K Hold
2018
Q1
$482K Sell
2017
Q4
$558K Hold
2017
Q3
$496K Buy