Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
2021
Q4
$245K Hold
2021
Q3
$244K Hold
2021
Q2
$289K Sell
2021
Q1
$406K Hold
2020
Q4
$355K Hold
2020
Q3
$225K Sell
2020
Q2
$606K Buy