Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
$442K Sell
2022
Q3
$390K Sell
2022
Q2
$612K Sell
2022
Q1
$652K Buy
2021
Q4
$499K Hold
2021
Q3
$484K Sell
2021
Q2
$786K Sell
2021
Q1
$986K Sell
2020
Q4
$1.16M Buy
2020
Q3
$912K Buy
2020
Q2
$851K Sell
2020
Q1
$539K Buy
2019
Q4
$708K Hold
2019
Q3
$654K Hold
2019
Q2
$692K Sell
2019
Q1
$798K Hold
2018
Q4
$740K Buy