Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-3,580
2022
Q4
$186K Hold
3,580
2022
Q3
$300K Hold
3,580
2022
Q2
$521K Buy
3,580
+202
2022
Q1
$521K Buy
3,378
+1,022
2021
Q4
$648K Buy
2,356
+2,203
2021
Q3
$99K Buy
+153