Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
2022
Q1
$495K Sell
2021
Q4
$670K Buy
2021
Q3
$290K Hold
2021
Q2
$293K Sell
2021
Q1
$290K Buy
2020
Q4
$283K Buy
2020
Q3
$238K Sell
2020
Q2
$274K Buy
2020
Q1
$215K Buy