Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$226K Hold
2022
Q2
$222K Hold
2022
Q1
$298K Hold
2021
Q4
$298K Hold
2021
Q3
$294K Hold
2021
Q2
$290K Sell
2021
Q1
$323K Buy
2020
Q4
$211K Buy
2020
Q3
Sell
2020
Q2
$316K Buy