Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$125K Hold
2022
Q1
$133K Hold
2021
Q4
$109K Sell
2021
Q3
$197K Sell
2021
Q2
$214K Sell
2021
Q1
$230K Buy
2020
Q4
$185K Sell
2020
Q3
$165K Hold
2020
Q2
$153K Sell
2020
Q1
$185K Sell
2019
Q4
$272K Sell
2019
Q3
$265K Buy
2019
Q2
$246K Buy