Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$666K Sell
2022
Q2
$656K Sell
2022
Q1
$783K Sell
2021
Q4
$727K Sell
2021
Q3
$737K Sell
2021
Q2
$797K Sell
2021
Q1
$751K Buy
2020
Q4
$619K Buy