Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
$564K Sell
2022
Q3
$495K Sell
2022
Q2
$475K Sell
2022
Q1
$511K Sell
2021
Q4
$649K Hold
2021
Q3
$568K Sell
2021
Q2
$611K Buy
2021
Q1
$578K Buy
2020
Q4
$382K Sell
2020
Q3
$352K Buy
2020
Q2
$299K Buy
2020
Q1
$52K Sell
2019
Q4
$209K Hold
2019
Q3
$199K Hold
2019
Q2
$209K Sell
2019
Q1
$225K Hold
2018
Q4
$187K Buy