Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
$235K Sell
2022
Q3
$229K Hold
2022
Q2
$217K Hold
2022
Q1
$230K Hold
2021
Q4
$190K Hold
2021
Q3
$169K Hold
2021
Q2
$178K Hold
2021
Q1
$187K Buy