Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$15K Sell
2024
Q3
$28K Hold
2024
Q2
$25K Sell
2024
Q1
$29K Hold
2023
Q4
$29K Hold
2023
Q3
$29K Hold
2023
Q2
$29K Buy
2023
Q1
$27K Buy
2022
Q4
$20K Hold
2022
Q3
$18K Sell
2022
Q2
$25K Hold
2022
Q1
$25K Hold
2021
Q4
$22K Hold
2021
Q3
$23K Buy
2021
Q2
$1K Buy
2020
Q2
Sell
2020
Q1
$1K Buy