Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
2022
Q4
$23K Hold
2022
Q3
$57K Buy
2022
Q2
Sell
2022
Q1
$147K Sell
2021
Q4
$487K Sell
2021
Q3
$806K Buy
2021
Q2
$996K Buy