Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-22,113
2024
Q3
$356K Buy
22,113
+6,140
2024
Q2
$292K Buy
15,973
+5,112
2024
Q1
$286K Buy
10,861
+975
2023
Q4
$223K Sell
9,886
-462
2023
Q3
$178K Buy
+10,348