Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
2021
Q4
$216K Sell
2021
Q3
$301K Hold
2021
Q2
$337K Sell
2021
Q1
$288K Buy
2020
Q4
$276K Buy
2020
Q3
$229K Buy