Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$0 Sell
2023
Q3
$20K Sell
2023
Q2
$57K Buy
2023
Q1
$6K Hold
2022
Q4
$6K Hold
2022
Q3
$5K Hold
2022
Q2
$5K Hold
2022
Q1
$6K Buy
2021
Q4
Sell
2021
Q3
$10K Hold
2021
Q2
$12K Buy