Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
$284K Sell
2022
Q3
$455K Hold
2022
Q2
$545K Hold
2022
Q1
$579K Hold
2021
Q4
$759K Hold
2021
Q3
$596K Sell
2021
Q2
$664K Sell
2021
Q1
$1.14M Sell
2020
Q4
$4.8M Buy