Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$108K Sell
2022
Q1
$133K Sell
2021
Q4
$171K Sell
2021
Q3
$168K Buy
2021
Q2
$131K Buy
2021
Q1
$109K Buy
2020
Q4
$109K Buy
2020
Q3
$112K Hold
2020
Q2
$103K Buy
2020
Q1
$83.1K Sell
2019
Q4
$95.1K Buy
2019
Q3
$75K Hold
2019
Q2
$65.6K Hold
2019
Q1
$58.9K Hold
2018
Q4
$45.8K Sell
2018
Q3
$61.9K Sell
2018
Q2
$63.2K Hold
2018
Q1
$61.5K Buy
2017
Q4
$62.1K Buy
2017
Q3
$21K Buy