Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
$403K Sell
2022
Q3
$404K Sell
2022
Q2
$803K Sell
2022
Q1
$826K Sell
2021
Q4
$1.17M Hold
2021
Q3
$927K Sell
2021
Q2
$993K Buy
2021
Q1
$1M Hold
2020
Q4
$921K Buy
2020
Q3
$631K Buy
2020
Q2
$564K Buy
2020
Q1
$927K Sell
2019
Q4
$820K Buy
2019
Q3
$305K Hold
2019
Q2
$287K Sell
2019
Q1
$351K Hold
2018
Q4
$261K Buy