Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$108K Sell
2024
Q2
$150K Hold
2024
Q1
$156K Sell
2023
Q4
$136K Sell
2023
Q3
$165K Sell
2023
Q2
$136K Sell
2023
Q1
$152K Sell
2022
Q4
$162K Sell
2022
Q3
$147K Sell
2022
Q2
$171K Hold
2022
Q1
$174K Sell
2021
Q4
$137K Sell
2021
Q3
$121K Sell
2021
Q2
$144K Buy