Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
2021
Q4
$85K Hold
2021
Q3
$200K Hold
2021
Q2
$268K Hold
2021
Q1
$250K Hold
2020
Q4
$425K Hold
2020
Q3
$375K Buy