Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$50K Sell
2023
Q3
$58K Sell
2023
Q2
$62K Buy
2023
Q1
$54K Buy
2022
Q1
Sell
2021
Q4
$92K Buy
2021
Q3
$46K Hold
2021
Q2
$69K Sell
2021
Q1
$66K Buy
2019
Q2
Sell
2019
Q1
$29K Buy