Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-23,464
2024
Q3
$378K Buy
23,464
+10,146
2024
Q2
$243K Buy
13,318
+2,675
2024
Q1
$280K Buy
+10,643
2023
Q3
Sell
-25,108
2023
Q2
$397K Buy
+25,108
2021
Q4
Sell
-7,100
2021
Q3
$221K Buy
+7,100