Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$258K Sell
2022
Q2
$509K Hold
2022
Q1
$649K Hold
2021
Q4
$749K Hold
2021
Q3
$695K Hold
2021
Q2
$748K Hold
2021
Q1
$737K Hold
2020
Q4
$679K Buy