Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$56K Sell
2024
Q2
$52K Hold
2024
Q1
$47K Sell
2023
Q4
$41K Hold
2023
Q3
$35K Sell
2023
Q2
$48K Sell
2023
Q1
$111K Sell
2022
Q4
$132K Buy
2020
Q3
$160K Buy
2020
Q2
$166K Buy
2020
Q1
$156K Buy