Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$205K Sell
2022
Q2
$274K Buy
2022
Q1
$315K Hold
2021
Q4
$315K Sell
2021
Q3
$293K Hold
2021
Q2
$280K Buy
2021
Q1
$243K Hold
2020
Q4
$231K Buy
2020
Q1
Sell
2019
Q4
$203K Buy