Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
$437K Sell
2021
Q4
$644K Buy
2021
Q3
$489K Hold
2021
Q2
$498K Hold
2021
Q1
$404K Sell
2020
Q4
$550K Hold
2020
Q3
$539K Buy
2020
Q2
$435K Buy
2020
Q1
$231K Buy
2018
Q1
Sell
2017
Q4
$44K Hold
2017
Q3
$37K Buy
2017
Q2
$26K Buy
2017
Q1
$19K Hold
2016
Q4
$15K Hold
2016
Q3
$16K Hold
2016
Q2
$14K Buy
2016
Q1
$5K Buy