Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
$289K Sell
2022
Q3
$530K Sell
2022
Q2
$599K Sell
2022
Q1
$758K Sell
2021
Q4
$943K Hold
2021
Q3
$890K Sell
2021
Q2
$894K Buy
2021
Q1
$846K Sell
2020
Q4
$869K Sell
2020
Q3
$638K Sell
2020
Q2
$723K Buy
2020
Q1
$60K Sell
2019
Q4
$214K Hold
2019
Q3
$199K Hold
2019
Q2
$232K Sell
2019
Q1
$253K Hold
2018
Q4
$206K Buy