Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$25K Sell
2023
Q2
$27K Sell
2023
Q1
$28K Hold
2022
Q4
$21K Hold
2022
Q3
$19K Hold
2022
Q2
$19K Hold
2022
Q1
$25K Buy
2021
Q4
$29K Buy
2021
Q3
Sell
2021
Q2
$18K Sell
2021
Q1
$22K Buy