Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$0 Sell
2023
Q3
$2K Sell
2023
Q2
$31K Sell
2023
Q1
$15K Buy
2022
Q4
$13K Buy
2022
Q3
$5K Buy
2022
Q2
$0 Sell
2022
Q1
$18K Buy
2021
Q4
Hold
2021
Q3
Hold