Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$3K Buy
2023
Q2
Hold
2023
Q1
Hold
2022
Q4
Sell
2022
Q3
$1K Buy
2022
Q2
$1K Sell
2022
Q1
$3K Sell
2021
Q4
$8K Buy
2021
Q3
$10K Sell
2021
Q2
$79K Buy
2021
Q1
$49K Buy