Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-1,814
2021
Q4
$385K Hold
1,814
2021
Q3
$274K Hold
1,814
2021
Q2
$262K Buy
1,814
+31
2021
Q1
$221K Buy
1,783
+105
2020
Q4
$238K Hold
1,678
2020
Q3
$175K Hold
1,678
2020
Q2
$165K Hold
1,678
2020
Q1
$131K Hold
1,678
2019
Q4
$164K Buy
+1,678