Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
2022
Q2
$190K Sell
2022
Q1
$277K Hold
2021
Q4
$538K Hold
2021
Q3
$779K Hold
2021
Q2
$798K Hold
2021
Q1
$682K Sell
2020
Q4
$423K Buy
2020
Q3
$408K Buy
2020
Q2
$308K Buy