Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$308K Sell
2023
Q3
$208K Sell
2023
Q2
$365K Buy
2021
Q3
Sell
2021
Q2
$3K Hold
2021
Q1
$3K Hold
2020
Q4
$3K Buy
2019
Q3
Sell
2019
Q2
$0 Buy