Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Hold
2023
Q4
Sell
2023
Q3
$3K Buy
2023
Q2
Sell
2023
Q1
$0 Sell
2022
Q4
$3K Sell
2022
Q3
$25K Buy
2022
Q2
$8K Buy
2022
Q1
$4K Hold
2021
Q4
$11K Sell
2021
Q3
$268K Buy
2021
Q2
$87K Sell
2021
Q1
$646K Sell
2020
Q4
$2.51M Buy
2020
Q3
$94K Buy