Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$38.8K Buy
2023
Q3
Sell
2023
Q2
$24.3K Buy
2022
Q4
Sell
2022
Q3
$6K Sell
2022
Q2
$20K Sell
2022
Q1
$148K Hold
2021
Q4
$162K Sell
2021
Q3
$353K Sell
2021
Q2
$623K Buy
2021
Q1
$480K Buy
2020
Q4
$409K Buy