Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
2022
Q2
$207K Hold
2022
Q1
$239K Sell
2021
Q4
$288K Sell
2021
Q3
$308K Buy
2021
Q2
$346K Buy
2021
Q1
$332K Buy
2020
Q4
$301K Sell
2020
Q3
$278K Buy
2020
Q2
$271K Sell
2020
Q1
$262K Buy
2019
Q4
$335K Buy