Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
2021
Q4
$275K Sell
2021
Q3
$432K Buy
2021
Q2
$425K Hold
2021
Q1
$354K Sell
2020
Q4
$372K Hold
2020
Q3
$313K Hold
2020
Q2
$276K Buy