Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$5K Sell
2022
Q4
$12K Buy
2022
Q3
Sell
2022
Q2
$40K Buy
2022
Q1
$11K Buy
2021
Q4
Sell
2021
Q3
$144K Buy
2020
Q3
Sell
2020
Q2
$219K Buy