Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
2022
Q3
$205K Sell
2022
Q2
$225K Hold
2022
Q1
$255K Sell
2021
Q4
$401K Buy
2021
Q3
$347K Sell
2021
Q2
$335K Buy
2021
Q1
$298K Sell
2020
Q4
$237K Sell
2020
Q3
$219K Buy
2020
Q2
$213K Buy
2020
Q1
Sell
2019
Q4
$258K Sell
2019
Q3
$225K Buy