Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-9,172
2023
Q4
$206K Buy
+9,172
2023
Q1
Sell
-36,402
2022
Q4
$482K Sell
36,402
-31,030
2022
Q3
$962K Buy
+67,432