Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$17K Sell
2023
Q3
$60K Buy
2023
Q2
$24K Buy
2023
Q1
$7K Buy
2022
Q4
$9K Sell
2022
Q3
$29K Buy
2022
Q2
$5K Sell
2022
Q1
$83K Buy
2021
Q4
$18K Sell
2021
Q3
$82K Sell
2021
Q2
$85K Buy
2021
Q1
Hold