Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$49K Hold
2022
Q1
$62K Hold
2021
Q4
$76K Sell
2021
Q3
$153K Sell
2021
Q2
$154K Buy
2021
Q1
$160K Sell
2020
Q4
$318K Buy
2020
Q3
$233K Buy
2020
Q2
$81.2K Hold
2020
Q1
$69.5K Sell
2019
Q4
$100K Hold
2019
Q3
$87.2K Hold
2019
Q2
$77.3K Hold
2019
Q1
$62.3K Hold
2018
Q4
$71.2K Hold
2018
Q3
$89.5K Hold
2018
Q2
$75.6K Hold
2018
Q1
$71.3K Buy
2017
Q4
$29.2K Hold
2017
Q3
$24.3K Buy