Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
$356K Sell
2022
Q3
$309K Buy
2022
Q2
$356K Hold
2022
Q1
$362K Hold
2021
Q4
$267K Hold
2021
Q3
$230K Sell
2021
Q2
$227K Buy
2021
Q1
$208K Buy
2020
Q4
$43K Buy