Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$63K Hold
2024
Q3
$66K Sell
2024
Q2
$91K Sell
2024
Q1
$85K Hold
2023
Q4
$83K Hold
2023
Q3
$81K Sell
2023
Q2
$80K Sell
2023
Q1
$79K Sell
2022
Q4
$94K Hold
2022
Q3
$82K Sell
2022
Q2
$86K Buy
2022
Q1
$89K Buy