Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
2022
Q2
$495K Hold
2022
Q1
$524K Hold
2021
Q4
$437K Hold
2021
Q3
$348K Buy
2021
Q2
$262K Buy
2021
Q1
$241K Hold
2020
Q4
$239K Buy