Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
2021
Q4
$260K Sell
2021
Q3
$334K Hold
2021
Q2
$335K Sell
2021
Q1
$367K Sell
2020
Q4
$356K Buy
2020
Q3
$269K Buy