Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$2K Sell
2023
Q3
$40K Buy
2023
Q2
$57K Buy
2022
Q2
Hold
2022
Q1
Sell
2021
Q4
$117K Buy
2021
Q3
$9K Sell
2021
Q2
$25K Buy
2021
Q1
$12K Sell
2020
Q4
$159K Buy
2020
Q3
$51K Sell
2020
Q2
$54K Buy
2020
Q1
$4K Buy