Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
$375K Buy
2022
Q3
$313K Sell
2022
Q2
$317K Sell
2022
Q1
$368K Sell
2021
Q4
$395K Hold
2021
Q3
$339K Sell
2021
Q2
$344K Buy
2021
Q1
$306K Hold
2020
Q4
$317K Sell
2020
Q3
$300K Buy
2020
Q2
$236K Sell
2020
Q1
$73K Sell
2019
Q4
$246K Hold
2019
Q3
$245K Hold
2019
Q2
$217K Sell
2019
Q1
$457K Sell
2018
Q4
$686K Buy