Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$233K Sell
2022
Q2
$313K Buy
2022
Q1
$267K Sell
2021
Q4
$268K Hold
2021
Q3
$268K Sell
2021
Q2
$268K Buy
2021
Q1
$268K Sell
2020
Q4
$280K Buy
2020
Q3
$201K Buy
2020
Q1
Sell
2019
Q4
$283K Buy
2019
Q3
$229K Buy
2018
Q4
Sell
2018
Q3
$207K Sell
2018
Q2
$622K Sell
2018
Q1
$723K Buy