Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
2022
Q3
$25K Sell
2022
Q2
$30K Sell
2022
Q1
$164K Sell
2021
Q4
$325K Buy
2021
Q3
$135K Sell
2021
Q2
$136K Sell
2021
Q1
$421K Buy
2020
Q4
$330K Buy