Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$498K Sell
2022
Q1
$661K Sell
2021
Q4
$770K Sell
2021
Q3
$685K Hold
2021
Q2
$693K Sell
2021
Q1
$654K Sell
2020
Q4
$554K Sell
2020
Q3
$511K Buy
2020
Q2
$435K Buy
2020
Q1
$236K Buy