Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-8,652
2024
Q1
$228K Buy
8,652
+2,734
2023
Q4
$133K Buy
+5,918
2022
Q4
Sell
-4,773
2022
Q3
$68K Buy
+4,773