Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
2022
Q1
$244K Sell
2021
Q4
$408K Buy
2021
Q2
Sell
2021
Q1
$99K Sell
2020
Q4
$97K Sell
2020
Q3
$110K Buy
2020
Q2
$40K Buy