Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
$982K Sell
2022
Q3
$1.63M Buy
2022
Q2
$974K Sell
2022
Q1
$1.12M Sell
2021
Q4
$1.61M Buy
2021
Q3
$1.05M Sell
2021
Q2
$901K Buy
2021
Q1
$825K Buy
2020
Q4
$592K Sell
2020
Q3
$600K Buy
2020
Q2
$409K Sell
2020
Q1
$490K Sell
2019
Q4
$761K Hold
2019
Q3
$689K Buy
2019
Q2
$585K Buy