Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
2021
Q4
$368K Hold
2021
Q3
$335K Hold
2021
Q2
$339K Hold
2021
Q1
$285K Buy
2020
Q4
$228K Hold
2020
Q3
$206K Sell
2020
Q2
$520K Buy