Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-6,155
2024
Q3
$567K Sell
6,155
-4,270
2024
Q2
$847K Buy
+10,425
2024
Q1
Sell
-10,963
2023
Q4
$714K Buy
10,963
+3,538
2023
Q3
$398K Buy
7,425
+2,298
2023
Q2
$260K Buy
+5,127