Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
2022
Q3
$770K Buy
2022
Q2
$540K Hold
2022
Q1
$586K Hold
2021
Q4
$920K Buy
2021
Q3
$654K Hold
2021
Q2
$968K Hold
2021
Q1
$803K Sell
2020
Q4
$845K Buy