Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$2K Sell
2023
Q3
$24K Hold
2023
Q2
$27K Buy
2021
Q4
Sell
2021
Q3
$2K Sell
2021
Q2
$7K Buy
2021
Q1
$2K Buy