Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
$332K Sell
2022
Q3
$301K Sell
2022
Q2
$479K Sell
2022
Q1
$547K Buy
2021
Q4
$381K Hold
2021
Q3
$352K Sell
2021
Q2
$352K Buy
2021
Q1
$355K Hold
2020
Q4
$355K Sell
2020
Q3
$385K Buy
2020
Q2
$335K Buy
2020
Q1
$1.05M Sell
2019
Q4
$198K Hold
2019
Q3
$177K Hold
2019
Q2
$211K Sell
2019
Q1
$597K Sell
2018
Q4
$1.2M Buy