Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
2021
Q4
$308K Sell
2021
Q3
$441K Hold
2021
Q2
$650K Buy
2021
Q1
$666K Sell
2020
Q4
$868K Sell
2020
Q3
$943K Hold
2020
Q2
$857K Sell
2020
Q1
$290K Hold
2019
Q4
$325K Buy