Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$9K Sell
2023
Q4
$15K Buy
2023
Q3
$7K Sell
2023
Q2
$40K Buy
2023
Q1
$24K Sell
2022
Q4
$61K Buy
2022
Q3
$42K Sell
2022
Q2
$93K Buy
2022
Q1
$71K Buy