Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$259K Sell
2022
Q2
$309K Buy
2022
Q1
$297K Buy
2021
Q4
$263K Hold
2021
Q3
$263K Sell
2021
Q2
$269K Buy
2021
Q1
$256K Sell
2020
Q4
$243K Buy
2020
Q3
$216K Buy