Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$209K Sell
2022
Q2
$258K Buy
2022
Q1
$335K Hold
2021
Q4
$415K Buy
2021
Q3
$361K Hold
2021
Q2
$384K Hold
2021
Q1
$331K Hold
2020
Q4
$352K Hold
2020
Q3
$312K Buy
2020
Q2
$244K Sell
2020
Q1
$264K Sell
2019
Q4
$343K Buy