Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
2022
Q2
$352K Sell
2022
Q1
$402K Sell
2021
Q4
$541K Sell
2021
Q3
$842K Sell
2021
Q2
$810K Sell
2021
Q1
$720K Sell
2020
Q4
$635K Sell
2020
Q3
$345K Hold
2020
Q2
$320K Hold
2020
Q1
$325K Sell
2019
Q4
$484K Buy