Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$1K Hold
2023
Q4
$2K Hold
2023
Q3
$4K Hold
2023
Q2
$6K Sell
2023
Q1
$4K Sell
2022
Q4
$5K Hold
2022
Q3
$7K Sell
2022
Q2
$14K Buy
2022
Q1
Sell
2021
Q4
$234K Buy
2021
Q3
$213K Sell
2021
Q2
$370K Sell
2021
Q1
$1.29M Sell
2020
Q4
$1.44M Sell
2020
Q3
$856K Buy