Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$315K Sell
2022
Q2
$366K Buy
2022
Q1
$332K Sell
2021
Q4
$909K Hold
2021
Q3
$909K Buy
2021
Q2
$892K Buy
2021
Q1
$814K Buy
2020
Q4
$820K Buy
2020
Q3
$765K Buy