Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-10,331
2023
Q1
$182K Buy
10,331
+8,894
2022
Q4
$74.7K Buy
1,437
+591
2022
Q3
$71K Sell
846
-226
2022
Q2
$156K Buy
1,072
+534
2022
Q1
$83K Buy
538
+321
2021
Q4
$60K Sell
217
-9
2021
Q3
$147K Buy
+226