Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
2022
Q2
$236K Hold
2022
Q1
$302K Sell
2021
Q4
$369K Hold
2021
Q3
$376K Hold
2021
Q2
$396K Buy
2021
Q1
$434K Buy
2020
Q4
$326K Buy