Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
2022
Q2
$20K Hold
2022
Q1
$20K Hold
2021
Q4
$34K Hold
2021
Q3
$80K Hold
2021
Q2
$107K Sell
2021
Q1
$241K Hold
2020
Q4
$410K Hold
2020
Q3
$361K Buy
2020
Q2
$224K Buy