Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$64.7K Sell
2023
Q4
$92K Sell
2023
Q3
$125K Buy
2023
Q2
$131K Buy
2023
Q1
$119K Sell
2022
Q4
$149K Hold
2022
Q3
$240K Hold
2022
Q2
$190K Buy
2022
Q1
$200K Buy