Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
2022
Q2
$355K Hold
2022
Q1
$429K Buy
2021
Q4
$497K Buy
2021
Q3
$421K Sell
2021
Q2
$434K Hold
2021
Q1
$389K Hold
2020
Q4
$357K Hold
2020
Q3
$325K Sell
2020
Q2
$295K Sell
2020
Q1
$248K Buy