Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$18K Hold
2023
Q1
$15K Sell
2022
Q4
$18K Sell
2022
Q3
$68K Buy
2022
Q2
$52K Buy
2014
Q4
Sell
2014
Q3
$1K Buy