Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$5K Hold
2024
Q3
$7K Hold
2024
Q2
$7K Hold
2024
Q1
$9K Sell
2023
Q4
$13K Sell
2023
Q3
$17K Hold
2023
Q2
$17K Hold
2023
Q1
$16K Buy
2022
Q4
$13K Buy
2022
Q3
$9K Hold
2022
Q2
$8K Buy