Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
$258K Sell
2022
Q3
$226K Sell
2022
Q2
$280K Sell
2022
Q1
$774K Sell
2021
Q4
$621K Hold
2021
Q3
$776K Sell
2021
Q2
$784K Buy
2021
Q1
$731K Buy
2020
Q4
$715K Sell
2020
Q3
$1M Buy
2020
Q2
$1.04M Buy
2020
Q1
$921K Sell
2019
Q4
$173K Hold
2019
Q3
$136K Hold
2019
Q2
$146K Sell
2019
Q1
$708K Buy
2018
Q4
$148K Buy