Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$50.3K Sell
2023
Q2
$54.5K Hold
2023
Q1
$58.6K Sell
2022
Q4
$141K Sell
2022
Q3
$187K Buy
2022
Q2
$157K Hold
2022
Q1
$163K Hold
2021
Q4
$148K Sell
2021
Q3
$173K Buy
2021
Q2
$36K Hold
2021
Q1
$33K Buy
2020
Q4
$8K Sell
2020
Q3
$7K Sell
2020
Q2
$12K Buy
2020
Q1
$10K Sell
2019
Q4
$16K Buy