Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$2K Buy
2023
Q4
Sell
2023
Q3
$21K Sell
2023
Q2
$673K Sell
2023
Q1
$689K Buy
2022
Q4
$244K Buy
2022
Q3
$1K Buy
2022
Q2
Hold
2022
Q1
Hold
2021
Q4
Sell
2021
Q3
$19K Buy
2021
Q2
$5K Sell
2021
Q1
$53K Buy
2020
Q4
Hold