Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$465K Hold
2022
Q2
$452K Hold
2022
Q1
$457K Hold
2021
Q4
$316K Hold
2021
Q3
$333K Sell
2021
Q2
$418K Buy
2021
Q1
Sell
2020
Q4
$291K Hold
2020
Q3
$225K Hold
2020
Q2
$285K Sell
2020
Q1
$214K Buy
2019
Q4
$368K Hold
2019
Q3
$333K Hold
2019
Q2
$350K Hold
2019
Q1
$332K Hold
2018
Q4
$223K Hold
2018
Q3
$394K Hold
2018
Q2
$368K Hold
2018
Q1
$279K Hold
2017
Q4
$261K Buy