Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$1K Hold
2023
Q2
$3K Hold
2023
Q1
$2K Hold
2022
Q4
$2K Hold
2022
Q3
$3K Hold
2022
Q2
$4K Hold
2022
Q1
$10K Sell
2021
Q4
$46K Buy
2021
Q3
$35K Sell
2021
Q2
$230K Buy
2021
Q1
$70K Buy
2020
Q4
Hold
2016
Q1
Sell
2015
Q4
$3K Buy