Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
$446K Sell
2022
Q3
$393K Sell
2022
Q2
$425K Sell
2022
Q1
$787K Sell
2021
Q4
$816K Hold
2021
Q3
$842K Sell
2021
Q2
$892K Buy
2021
Q1
$876K Buy
2020
Q4
$566K Sell
2020
Q3
$462K Buy
2020
Q2
$415K Buy
2020
Q1
$4.45M Sell
2019
Q4
$149K Hold
2019
Q3
$131K Hold
2019
Q2
$128K Sell
2019
Q1
$165K Hold
2018
Q4
$126K Buy