Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
$584K Buy
2022
Q3
$447K Sell
2022
Q2
$688K Buy
2022
Q1
$826K Buy
2021
Q4
$810K Sell
2021
Q3
$747K Buy
2021
Q2
$400K Buy
2021
Q1
$388K Hold
2020
Q4
$415K Sell
2020
Q3
$344K Sell
2020
Q2
$436K Sell
2020
Q1
$567K Sell
2019
Q4
$1.05M Hold
2019
Q3
$940K Sell
2019
Q2
$1.08M Sell
2019
Q1
$1.31M Hold
2018
Q4
$1.08M Buy