Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
2022
Q2
$681K Sell
2022
Q1
$748K Sell
2021
Q4
$859K Sell
2021
Q3
$1.52M Buy
2021
Q2
$1.43M Buy
2021
Q1
$1.24M Hold
2020
Q4
$1.03M Buy
2020
Q3
$894K Buy
2020
Q2
$635K Buy