Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$310K Buy
2022
Q2
$300K Sell
2022
Q1
$353K Sell
2021
Q4
$409K Buy
2021
Q3
$372K Hold
2021
Q2
$328K Sell
2021
Q1
$278K Buy