Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$24K Hold
2023
Q2
$23K Hold
2023
Q1
$18K Sell
2022
Q4
$54K Hold
2022
Q3
$44K Sell
2022
Q2
$71K Sell
2022
Q1
$89K Sell
2021
Q4
$242K Sell
2021
Q3
$302K Sell
2021
Q2
$317K Sell
2021
Q1
$377K Buy