Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$665K Hold
2022
Q1
$757K Hold
2021
Q4
$675K Hold
2021
Q3
$691K Hold
2021
Q2
$675K Hold
2021
Q1
$584K Sell
2020
Q4
$525K Hold
2020
Q3
$382K Sell
2020
Q2
$459K Hold
2020
Q1
$309K Hold
2019
Q4
$676K Buy