Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
2022
Q2
$567K Sell
2022
Q1
$753K Buy
2021
Q4
$150K Hold
2021
Q3
$193K Buy
2021
Q2
$118K Sell
2021
Q1
$486K Buy
2020
Q4
$419K Buy