Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$12K Sell
2023
Q4
$24K Buy
2023
Q1
Sell
2022
Q4
$3K Buy
2022
Q1
Sell
2021
Q4
$82K Buy
2021
Q3
$16K Buy
2021
Q2
Hold
2021
Q1
Sell
2020
Q4
$399K Sell
2020
Q3
$155K Sell
2020
Q2
$244K Buy
2020
Q1
$201K Buy
2019
Q4
$4K Buy