Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
$259K Hold
2022
Q3
$248K Sell
2022
Q2
$276K Hold
2022
Q1
$302K Sell
2021
Q4
$347K Sell
2021
Q3
$330K Hold
2021
Q2
$303K Sell
2021
Q1
$318K Sell
2020
Q4
$344K Sell
2020
Q3
$310 Buy