Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$19K Hold
2022
Q1
$28K Hold
2021
Q4
$22K Sell
2021
Q3
$172K Hold
2021
Q2
$183K Hold
2021
Q1
$202K Buy
2020
Q4
$133K Hold
2020
Q3
$96K Hold
2020
Q2
$71.7K Hold
2020
Q1
$61K Hold
2019
Q4
$99.8K Hold
2019
Q3
$97.8K Sell
2019
Q2
$149K Hold
2019
Q1
$134K Hold
2018
Q4
$107K Hold
2018
Q3
$117K Hold
2018
Q2
$117K Sell
2018
Q1
$135K Hold
2017
Q4
$149K Hold
2017
Q3
$154K Buy