Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$292K Sell
2022
Q1
$496K Buy
2021
Q4
$478K Sell
2021
Q3
$366K Buy
2021
Q2
$266K Hold
2021
Q1
$262K Buy
2020
Q4
$258K Buy