Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$473K Sell
2022
Q1
$592K Sell
2021
Q4
$821K Sell
2021
Q3
$738K Hold
2021
Q2
$803K Hold
2021
Q1
$742K Sell
2020
Q4
$675K Sell
2020
Q3
$664K Buy
2020
Q2
$536K Buy
2020
Q1
$279K Buy