Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
$175K Sell
2022
Q3
$154K Sell
2022
Q2
$156K Sell
2022
Q1
$186K Sell
2021
Q4
$220K Hold
2021
Q3
$184K Sell
2021
Q2
$174K Buy
2021
Q1
$167K Hold
2020
Q4
$165K Sell
2020
Q3
$138K Buy
2020
Q2
$120K Sell
2020
Q1
$395K Sell
2019
Q4
$140K Hold
2019
Q3
$125K Hold
2019
Q2
$124K Sell
2019
Q1
$149K Hold
2018
Q4
$128K Buy