Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$154K Sell
2023
Q3
$134K Sell
2023
Q2
$235K Buy
2022
Q3
Sell
2022
Q2
$2K Sell
2022
Q1
$14K Buy
2021
Q3
Sell
2021
Q2
$2K Hold
2021
Q1
$2K Hold
2020
Q4
$2K Buy
2019
Q3
$24K Buy