Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
2022
Q2
$212K Hold
2022
Q1
$355K Hold
2021
Q4
$527K Buy
2021
Q3
$544K Buy
2021
Q1
$505K Hold
2020
Q4
$582K Hold
2020
Q3
$490K Hold
2020
Q2
$459K Hold
2020
Q1
$280K Hold
2019
Q4
$264K Buy