Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
$163K Sell
2022
Q3
$140K Sell
2022
Q2
$154K Sell
2022
Q1
$203K Sell
2021
Q4
$240K Hold
2021
Q3
$206K Sell
2021
Q2
$201K Buy
2021
Q1
$182K Hold
2020
Q4
$168K Sell
2020
Q3
$145K Buy
2020
Q2
$127K Sell
2020
Q1
$73K Sell
2019
Q4
$433K Hold
2019
Q3
$374K Hold
2019
Q2
$376K Sell
2019
Q1
$430K Sell
2018
Q4
$506K Buy