Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-1,006
Closed -$223K 500
2022
Q3
$223K Sell
1,006
-342
-25% -$87.4K 0.04% 422
2022
Q2
$323K Buy
+1,348
New +$357K 0.08% 340
2022
Q1
Sell
-668
Closed -$268K 394
2021
Q4
$268K Buy
+668
New +$257K 0.07% 320
2021
Q1
Sell
-612
Closed -$223K 384
2020
Q4
$223K Buy
+612
New +$205K 0.08% 323
2020
Q3
Sell
-1,149
Closed -$335K 350
2020
Q2
$335K Buy
+1,149
New +$306K 0.17% 195
2020
Q1
Sell
-1,345
Closed -$346K 496
2019
Q4
$346K Buy
+1,345
New +$318K 0.13% 292
2019
Q1
Sell
-878
Closed -$126K 364
2018
Q4
$126K Buy
+878
New +$136K 0.58% 9

Other funds holding ANSS