Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$200K Hold
2022
Q2
$238K Hold
2022
Q1
$219K Sell
2021
Q4
$279K Buy
2021
Q3
Sell
2021
Q2
$203K Buy
2020
Q1
Sell
2019
Q4
$213K Buy
2018
Q4
Sell
2018
Q3
$242K Buy
2018
Q2
Sell
2018
Q1
$486K Sell
2017
Q4
$513K Buy
2017
Q3
$471K Buy