Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$78K Buy
2023
Q4
$2K Sell
2023
Q3
$286K Buy
2023
Q2
Sell
2023
Q1
$155K Buy
2022
Q4
Sell
2022
Q3
$9K Sell
2022
Q2
$185K Buy
2022
Q1
$0 Sell
2021
Q4
$226K Buy
2021
Q3
$19K Buy