Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
2022
Q1
$281K Sell
2021
Q4
$308K Sell
2021
Q3
$631K Sell
2021
Q2
$675K Sell
2021
Q1
$699K Hold
2020
Q4
$541K Buy