Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$76K Buy
2023
Q2
$77K Sell
2023
Q1
$93K Buy
2022
Q4
$20K Sell
2022
Q3
$184K Buy
2022
Q2
$137K Sell
2022
Q1
$332K Buy
2021
Q4
$194K Sell
2021
Q3
$228K Buy
2021
Q2
$82K Hold
2021
Q1
$80K Buy