Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
$429K Sell
2022
Q3
$373K Hold
2022
Q2
$425K Hold
2022
Q1
$450K Hold
2021
Q4
$376K Hold
2021
Q3
$299K Hold
2021
Q2
$313K Hold
2021
Q1
$300K Buy
2020
Q4
$296K Hold
2020
Q3
$242K Hold
2020
Q2
$271K Hold
2020
Q1
$211K Sell
2019
Q4
$265K Hold
2019
Q3
$227K Hold
2019
Q2
$218K Hold
2019
Q1
$241K Hold
2018
Q4
$276K Hold
2018
Q3
$283K Hold
2018
Q2
$278K Hold
2018
Q1
$284K Hold
2017
Q4
$290K Buy