Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Hold
2023
Q3
Sell
2023
Q2
$50K Buy
2023
Q1
$34K Buy
2022
Q4
Sell
2022
Q3
$0 Hold
2022
Q2
$0 Sell
2022
Q1
$1K Sell
2021
Q4
$2K Sell
2021
Q3
$27K Sell
2021
Q2
$335K Buy
2021
Q1
$144K Buy
2020
Q4
$124K Buy