Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
2022
Q1
$611K Sell
2021
Q4
$994K Hold
2021
Q3
$1.21M Hold
2021
Q2
$1.49M Hold
2021
Q1
$1.29M Sell
2020
Q4
$161M Buy