Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$201K Buy
2022
Q2
Sell
2022
Q1
$206K Sell
2021
Q4
$269K Hold
2021
Q3
$269K Sell
2021
Q2
$295K Buy
2021
Q1
$259K Buy
2020
Q4
$267K Sell
2020
Q3
$279K Sell
2020
Q2
$293K Buy
2020
Q1
$228K Buy
2019
Q4
$202K Buy