Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
2022
Q3
$816K Sell
2022
Q2
$839K Sell
2022
Q1
$1.01M Buy
2021
Q4
$491K Buy
2021
Q3
$492K Sell
2021
Q2
$573K Buy
2021
Q1
$463K Hold
2020
Q4
$346K Buy
2020
Q1
Sell
2019
Q4
$276K Buy
2019
Q3
$249K Buy
2018
Q4
Sell
2018
Q3
$652K Hold
2018
Q2
$609K Hold
2018
Q1
$461K Buy
2017
Q4
Sell
2017
Q3
$328K Buy