Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
2022
Q2
$26K Sell
2022
Q1
$298K Sell
2021
Q4
$507K Hold
2021
Q3
$481K Hold
2021
Q2
$676K Hold
2021
Q1
$676K Hold
2020
Q4
$544K Hold
2020
Q3
$461K Sell
2020
Q2
$442K Hold
2020
Q1
$397K Sell
2019
Q4
$419K Sell
2019
Q3
$475K Hold
2019
Q2
$543K Hold
2019
Q1
$551K Hold
2018
Q4
$372K Hold
2018
Q3
$504K Buy