Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$1K Sell
2023
Q4
$15K Buy
2023
Q3
$10K Sell
2023
Q2
$37K Sell
2023
Q1
$30K Buy
2022
Q4
Hold
2022
Q3
Sell
2022
Q2
$37K Buy
2022
Q1
$32K Buy
2021
Q4
$16K Sell
2021
Q3
$65K Sell
2021
Q2
$180K Buy
2021
Q1
$145K Buy
2020
Q4
$139K Sell
2020
Q3
$300K Buy