Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
2022
Q3
$365K Buy
2022
Q2
$301K Buy
2022
Q1
$356K Buy
2021
Q4
$407K Buy
2021
Q3
$268K Hold
2021
Q2
$236K Buy