Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
2022
Q1
$455K Hold
2021
Q4
$569K Hold
2021
Q3
$526K Hold
2021
Q2
$520K Hold
2021
Q1
$527K Hold
2020
Q4
$528K Sell
2020
Q3
$485K Buy