Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
$400K Sell
2022
Q3
$845K Buy
2022
Q2
$682K Buy
2022
Q1
$380K Sell
2021
Q4
$271K Hold
2021
Q3
$286K Sell
2021
Q2
$631K Buy
2021
Q1
$260K Hold
2020
Q4
$194K Sell
2020
Q3
$152K Buy
2020
Q2
$188K Sell
2020
Q1
$514K Sell
2019
Q4
$251K Hold
2019
Q3
$227K Hold
2019
Q2
$239K Sell
2019
Q1
$276K Hold
2018
Q4
$185K Buy