Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
2022
Q1
$48K Sell
2021
Q4
$116K Sell
2021
Q3
$302K Buy
2021
Q2
$262K Buy
2021
Q1
$230K Buy
2020
Q2
Sell
2020
Q1
$542K Buy
2019
Q1
Sell
2018
Q4
$900K Buy