Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$66K Buy
2023
Q1
$54.3K Sell
2022
Q4
$53.4K Hold
2022
Q3
$53K Buy
2022
Q2
$53K Buy
2022
Q1
$80K Buy
2021
Q4
$97K Buy
2021
Q3
$58K Hold
2021
Q2
$61K Hold
2021
Q1
$50K Hold
2020
Q4
$36K Sell
2020
Q3
$36K Hold
2020
Q2
$32K Hold
2020
Q1
$25K Sell
2019
Q4
$52K Hold
2019
Q3
$51K Hold
2019
Q2
$57K Buy