Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
2022
Q1
$258K Sell
2021
Q4
$399K Sell
2021
Q3
$330K Hold
2021
Q2
$290K Sell
2021
Q1
$552K Buy
2020
Q4
$448K Buy
2020
Q3
$242K Buy
2015
Q3
Sell
2015
Q2
$279K Buy