Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$94K Sell
2023
Q2
$95.2K Hold
2023
Q1
$96.2K Hold
2022
Q4
$85.6K Hold
2022
Q3
$66K Hold
2022
Q2
$81K Hold
2022
Q1
$93K Sell
2021
Q4
$99K Hold
2021
Q3
$124K Sell
2021
Q2
$143K Sell
2021
Q1
$164K Sell
2020
Q4
$169K Sell
2020
Q3
$117K Hold
2020
Q2
$139K Buy
2020
Q1
$75K Buy
2019
Q4
$125K Buy