Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$29.5K Buy
2023
Q1
$20.9K Sell
2022
Q4
$33.9K Hold
2022
Q3
$31K Hold
2022
Q2
$37K Hold
2022
Q1
$47K Hold
2021
Q4
$55K Hold
2021
Q3
$51K Buy
2021
Q2
$38K Sell
2021
Q1
$53K Buy
2020
Q4
$24K Hold
2020
Q3
$18K Hold
2020
Q2
$12K Hold
2020
Q1
$11K Buy
2019
Q1
Sell
2018
Q4
$1K Hold
2018
Q3
$1K Hold
2018
Q2
$1K Buy