Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$220K Buy
2022
Q2
$211K Sell
2022
Q1
$282K Buy
2021
Q4
$251K Sell
2021
Q3
$221K Buy
2021
Q2
$202K Sell
2021
Q1
$211K Hold
2020
Q4
$218K Hold
2020
Q3
$206K Buy