Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
$247K Sell
2022
Q3
$219K Sell
2022
Q2
$277K Sell
2022
Q1
$301K Sell
2021
Q4
$379K Hold
2021
Q3
$321K Sell
2021
Q2
$329K Buy
2021
Q1
$261K Hold
2020
Q4
$242K Sell
2020
Q3
$214K Buy
2020
Q2
$189K Sell
2020
Q1
$138K Sell
2019
Q4
$722K Hold
2019
Q3
$698K Hold
2019
Q2
$752K Sell
2019
Q1
$819K Sell
2018
Q4
$992K Buy