Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
2022
Q2
$217K Buy
2022
Q1
$222K Buy
2021
Q4
$214K Hold
2021
Q3
$211K Hold
2021
Q2
$239K Buy
2021
Q1
$206K Buy