Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$220K Sell
2022
Q2
$392K Buy
2022
Q1
$390K Sell
2021
Q4
$312K Hold
2021
Q3
$312K Buy
2021
Q2
$363K Buy
2021
Q1
$340K Buy
2020
Q4
$272K Buy
2020
Q3
$287K Buy
2020
Q2
$277K Sell
2020
Q1
$206K Buy