Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
$159K Sell
2022
Q3
$338K Sell
2022
Q2
$699K Sell
2022
Q1
$846K Buy
2021
Q4
$411K Hold
2021
Q3
$480K Sell
2021
Q2
$475K Buy
2021
Q1
$496K Sell
2020
Q4
$668K Sell
2020
Q3
$587K Buy
2020
Q2
$608K Sell
2020
Q1
$298K Sell
2019
Q4
$1.24M Hold
2019
Q3
$1.24M Sell
2019
Q2
$1.91M Buy
2019
Q1
$1.23M Buy
2018
Q4
$899K Buy