Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$3K Sell
2023
Q4
$45K Buy
2023
Q3
$2K Buy
2023
Q2
$1K Buy
2023
Q1
Sell
2022
Q4
$0 Sell
2022
Q3
$4K Sell
2022
Q2
$15K Sell
2022
Q1
$28K Sell
2021
Q4
$208K Sell
2021
Q3
$517K Sell
2021
Q2
$1.19M Sell
2021
Q1
$1.4M Buy