Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
2022
Q1
$204K Sell
2021
Q4
$861K Buy
2021
Q3
$392K Sell
2021
Q2
$575K Buy
2021
Q1
$356K Buy
2020
Q4
$333K Buy