Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
2022
Q2
$203K Sell
2022
Q1
$228K Hold
2021
Q4
$238K Sell
2021
Q3
$272K Hold
2021
Q2
$290K Hold
2021
Q1
$305K Sell
2020
Q4
$292K Buy
2020
Q3
$280K Hold
2020
Q2
$297K Buy
2020
Q1
$274K Hold
2019
Q4
$368K Buy
2019
Q3
$348K Buy