Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$70K Buy
2022
Q2
$55K Sell
2022
Q1
$126K Hold
2021
Q4
$151K Sell
2021
Q3
$163K Sell
2021
Q2
$182K Sell
2021
Q1
$166K Buy
2020
Q4
$135K Buy