Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
2022
Q3
$400K Hold
2022
Q2
$397K Hold
2022
Q1
$412K Hold
2021
Q4
$373K Hold
2021
Q3
$383K Sell
2021
Q2
$387K Buy
2021
Q1
$341K Hold
2020
Q4
$287K Buy