Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
2021
Q4
$812K Buy
2021
Q3
$830K Buy
2021
Q2
$746K Hold
2021
Q1
$850K Sell
2020
Q4
$781K Sell
2020
Q3
$893K Sell
2020
Q2
$1.1M Sell
2020
Q1
$1.06M Buy