Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
2022
Q2
$225K Hold
2022
Q1
$250K Hold
2021
Q4
$259K Buy
2021
Q3
Sell
2021
Q2
$208K Hold
2021
Q1
$218K Buy
2019
Q3
Sell
2019
Q2
$154K Hold
2019
Q1
$144K Hold
2018
Q4
$152K Hold
2018
Q3
$190K Sell
2018
Q2
$172K Hold
2018
Q1
$166K Buy
2017
Q4
$149K Buy
2017
Q3
$138K Buy
2017
Q2
$113K Buy
2017
Q1
$118K Buy
2016
Q4
$85K Buy