Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
2022
Q3
$313K Sell
2022
Q2
$631K Hold
2022
Q1
$726K Sell
2021
Q4
$936K Sell
2021
Q3
$947K Buy
2021
Q2
$1.06M Buy
2021
Q1
$1.01M Buy
2020
Q4
$904K Buy
2020
Q3
$793K Buy
2020
Q2
$759K Hold
2020
Q1
$672K Hold
2019
Q4
$858K Sell
2019
Q3
$807K Hold
2019
Q2
$850K Buy
2018
Q4
Sell
2018
Q3
$1.2M Hold
2018
Q2
$1.12M Sell
2018
Q1
$1.26M Hold
2017
Q4
$1.35M Buy