Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$297K Sell
2022
Q2
$362K Sell
2022
Q1
$498K Sell
2021
Q4
$531K Sell
2021
Q3
$479K Buy
2021
Q2
$423K Buy
2021
Q1
$345K Buy
2020
Q4
$307K Buy