Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
$150K Sell
2022
Q3
$124K Sell
2022
Q2
$209K Sell
2022
Q1
$357K Sell
2021
Q4
$1.01M Buy
2021
Q3
$604K Sell
2021
Q2
$1.3M Buy
2021
Q1
$1.17M Sell
2020
Q4
$2.44M Sell
2020
Q3
$2.08M Buy
2020
Q2
$1.92M Buy
2020
Q1
$459K Sell
2019
Q4
$103K Hold
2019
Q3
$88K Hold
2019
Q2
$110K Buy