Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$277K Sell
2022
Q2
$316K Buy
2022
Q1
$333K Sell
2021
Q4
$236K Hold
2021
Q3
$236K Buy
2021
Q2
$221K Buy
2021
Q1
$208K Buy
2020
Q4
Sell
2020
Q3
$201K Buy
2017
Q1
Sell
2016
Q4
$234K Buy
2016
Q3
Sell
2016
Q2
$247K Sell
2016
Q1
$276K Sell
2015
Q4
$306K Buy
2015
Q3
$248K Buy