Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$3K Sell
2023
Q3
$68K Buy
2022
Q3
Sell
2022
Q2
$3K Sell
2022
Q1
$18K Buy
2021
Q4
$13K Buy