Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
2022
Q1
$228K Hold
2021
Q4
$375K Sell
2021
Q3
$500K Sell
2021
Q2
$567K Sell
2021
Q1
$677K Sell
2020
Q4
$553K Sell
2020
Q3
$478K Sell
2020
Q2
$386K Buy