Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
$604K Hold
2022
Q3
$506K Hold
2022
Q2
$581K Hold
2022
Q1
$591K Hold
2021
Q4
$678K Hold
2021
Q3
$622K Sell
2021
Q2
$1.79M Buy
2021
Q1
$1.5M Buy
2020
Q4
$613K Buy