Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$706K Hold
2022
Q2
$650K Hold
2022
Q1
$810K Sell
2021
Q4
$1.06M Hold
2021
Q3
$1.08M Buy
2021
Q2
$1.1M Hold
2021
Q1
$1.05M Hold
2020
Q4
$1.15M Hold
2020
Q3
$873K Hold
2020
Q2
$904K Hold
2020
Q1
$590K Sell
2019
Q4
$968K Hold
2019
Q3
$780K Hold
2019
Q2
$860K Hold
2019
Q1
$823K Hold
2018
Q4
$679K Buy