Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$211K Sell
2022
Q2
$300K Sell
2022
Q1
$418K Buy
2021
Q4
$311K Hold
2021
Q3
$311K Sell
2021
Q2
$310K Hold
2021
Q1
$275K Buy
2020
Q4
$254K Buy