Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$124K Sell
2023
Q2
$119K Buy
2023
Q1
$131K Buy
2022
Q4
$93K Hold
2022
Q3
$85K Sell
2022
Q2
$96K Buy
2022
Q1
$83K Buy
2021
Q4
$66K Buy
2021
Q3
Sell
2021
Q2
$45K Sell
2021
Q1
$68K Buy