Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-5,312
2023
Q1
$218K Sell
5,312
-8,295
2022
Q4
$546K Sell
13,607
-13,704
2022
Q3
$1.11M Sell
27,311
-13,313
2022
Q2
$1.49M Sell
40,624
-874
2022
Q1
$1.9M Buy
41,498
+6,370
2021
Q4
$1.46M Buy
35,128
+30,130
2021
Q3
$206K Sell
4,998
-5,971
2021
Q2
$363K Buy
10,969
+4,072
2021
Q1
$240K Buy
+6,897
2020
Q1
Sell
-35,790
2019
Q4
$448K Buy
+35,790
2019
Q3
Sell
-20,510
2019
Q2
$164K Buy
20,510
+9,159
2019
Q1
$109K Buy
+11,351