Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
2021
Q4
$257K Sell
2021
Q3
$774K Sell
2021
Q2
$1.15M Hold
2021
Q1
$957K Buy
2020
Q4
$633K Buy
2020
Q3
$412K Sell
2020
Q2
$250K Sell
2020
Q1
$149K Buy
2019
Q4
$42K Buy