Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
2022
Q2
$480K Hold
2022
Q1
$536K Sell
2021
Q4
$916K Sell
2021
Q3
$791K Sell
2021
Q2
$1.09M Hold
2021
Q1
$1.04M Hold
2020
Q4
$898K Buy