Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
2022
Q2
$214K Buy
2022
Q1
Sell
2021
Q4
$206K Hold
2021
Q3
$206K Sell
2021
Q2
$239K Sell
2021
Q1
$280K Buy
2020
Q4
$237K Buy
2020
Q3
$204K Sell
2020
Q2
$215K Buy
2020
Q1
Sell
2019
Q4
$214K Buy
2019
Q3
Sell
2019
Q2
$206K Sell
2019
Q1
$266K Hold
2018
Q4
$238K Sell
2018
Q3
$303K Buy
2018
Q2
$234K Sell
2018
Q1
$303K Buy