Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$33.5K Sell
2023
Q3
$69.7K Buy
2023
Q2
$46.6K Buy
2023
Q1
$33.1K Buy
2022
Q4
$2.19K Buy
2022
Q3
Sell
2022
Q2
$6K Sell
2022
Q1
$35K Buy
2021
Q4
$17K Sell
2021
Q3
$37K Sell
2021
Q2
$51K Buy
2021
Q1
$4K Buy
2020
Q4
Sell
2020
Q3
$1K Buy