Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
2021
Q4
$274K Hold
2021
Q3
$318K Hold
2021
Q2
$400K Hold
2021
Q1
$326K Sell
2020
Q4
$426K Sell
2020
Q3
$213K Sell
2020
Q2
$284K Buy