Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$4.3K Sell
2023
Q4
$5.67K Buy
2023
Q3
$6.17K Sell
2023
Q2
$6.12K Buy
2023
Q1
$5K Buy
2022
Q4
$4K Buy
2022
Q3
Sell
2022
Q2
$7K Buy
2022
Q1
$5K Buy
2021
Q4
$5K Buy
2021
Q3
$3K Sell
2021
Q2
$17K Buy
2021
Q1
$16K Hold
2020
Q4
$11K Hold
2020
Q3
$12K Hold
2020
Q2
$12K Buy