Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
2022
Q2
$276K Sell
2022
Q1
$365K Sell
2021
Q4
$668K Sell
2021
Q3
$958K Sell
2021
Q2
$1.15M Sell
2021
Q1
$1.12M Sell
2020
Q4
$1.19M Buy
2020
Q3
$695K Buy
2020
Q2
$385K Buy