Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$112K Hold
2023
Q2
$136K Sell
2023
Q1
$118K Hold
2022
Q4
$109K Buy
2022
Q3
$49K Buy
2022
Q2
$68K Hold
2022
Q1
$68K Hold
2021
Q4
$83K Buy