Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
2022
Q2
$233K Hold
2022
Q1
$215K Buy
2021
Q4
$214K Sell
2021
Q3
$250K Sell
2021
Q2
$323K Hold
2021
Q1
$293K Sell
2020
Q4
$289K Buy