Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$53K Buy
2023
Q2
$35K Buy
2023
Q1
$4K Hold
2022
Q4
$3K Hold
2022
Q3
$2K Hold
2022
Q2
$3K Sell
2022
Q1
$47K Sell
2021
Q4
$64K Buy
2021
Q3
Sell
2021
Q2
$56K Sell
2021
Q1
$61K Buy