Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
2022
Q1
$179K Buy
2021
Q4
$210K Sell
2021
Q3
$227K Buy
2021
Q2
$235K Sell
2021
Q1
$275K Hold
2020
Q4
$249K Buy