Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$63K Sell
2023
Q4
$97K Buy
2023
Q3
$11K Sell
2023
Q2
$46K Buy
2023
Q1
Sell
2022
Q4
$11K Sell
2022
Q3
$11K Hold
2022
Q2
$11K Hold
2022
Q1
$15K Hold
2021
Q4
$19K Sell
2021
Q3
$28K Hold
2021
Q2
$32K Sell
2021
Q1
$60K Buy
2020
Q4
$24K Buy
2020
Q3
$14K Buy
2020
Q2
$8K Buy