Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
2022
Q1
$202K Hold
2021
Q4
$288K Hold
2021
Q3
$271K Hold
2021
Q2
$335K Sell
2021
Q1
$364K Sell
2020
Q4
$322K Buy