Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
2022
Q3
$345K Hold
2022
Q2
$266K Sell
2022
Q1
$524K Buy
2021
Q4
$570K Buy
2021
Q3
$587K Hold
2021
Q2
$656K Hold
2021
Q1
$714K Buy
2020
Q4
$664K Buy