Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$29K Sell
2022
Q1
$35K Sell
2021
Q4
$52K Hold
2021
Q3
$60K Sell
2021
Q2
$73K Hold
2021
Q1
$62K Buy
2020
Q4
$60K Sell
2020
Q3
$78K Sell
2020
Q2
$81K Sell
2020
Q1
$84K Buy
2019
Q4
$61K Sell
2019
Q3
$52K Sell
2019
Q2
$44K Buy
2019
Q1
$53K Sell
2018
Q4
$46K Buy
2018
Q3
$12K Sell
2018
Q2
$44K Buy