Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
$190K Sell
2022
Q3
$164K Sell
2022
Q2
$206K Sell
2022
Q1
$277K Sell
2021
Q4
$653K Hold
2021
Q3
$436K Sell
2021
Q2
$541K Buy
2021
Q1
$489K Sell
2020
Q4
$1.17M Sell
2020
Q3
$836K Buy
2020
Q2
$645K Buy
2020
Q1
$892K Sell
2019
Q4
$115K Buy