Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
2022
Q3
$448K Hold
2022
Q2
$528K Hold
2022
Q1
$592K Buy
2021
Q4
$616K Buy
2021
Q3
$500K Buy
2021
Q2
$356K Hold
2021
Q1
$339K Buy
2020
Q4
$253K Buy