Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
2022
Q3
$416K Buy
2022
Q2
Sell
2022
Q1
$247K Hold
2021
Q4
$367K Hold
2021
Q3
$389K Hold
2021
Q2
$401K Hold
2021
Q1
$361K Hold
2020
Q4
$416K Hold
2020
Q3
$350K Hold
2020
Q2
$328K Hold
2020
Q1
$200K Sell
2019
Q4
$283K Hold
2019
Q3
$242K Hold
2019
Q2
$303K Hold
2019
Q1
$203K Buy