Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-18,000
2023
Q4
$137K Sell
18,000
-7,715
2023
Q3
$154K Hold
25,715
2023
Q2
$314K Buy
25,715
+19,465
2023
Q1
$110K Hold
6,250
2022
Q4
$325K Sell
6,250
-1,250
2022
Q3
$630K Buy
7,500
+1,250
2022
Q2
$910K Hold
6,250
2022
Q1
$965K Buy
6,250
+2,500
2021
Q4
$1.03M Buy
3,750
+3,437
2021
Q3
$204K Buy
+313