Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$118K Hold
2024
Q2
$94.5K Hold
2024
Q1
$94.5K Hold
2023
Q4
$91.6K Sell
2023
Q3
$113K Hold
2023
Q2
$113K Hold
2023
Q1
$118K Hold
2022
Q4
$108K Sell
2022
Q3
$85K Buy