Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$33K Buy
2021
Q3
Sell
2021
Q2
$5K Hold
2021
Q1
$5K Hold
2020
Q4
$5K Buy
2016
Q1
Sell
2015
Q4
$4K Buy