Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
2022
Q2
$246K Buy
2021
Q4
Sell
2021
Q3
$484K Sell
2021
Q2
$867K Hold
2021
Q1
$746K Hold
2020
Q4
$794K Sell
2020
Q3
$742K Buy
2018
Q2
Sell
2018
Q1
$1.27M Buy