Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$8K Hold
2025
Q2
$7K Hold
2025
Q1
$7K Hold
2024
Q4
$6K Hold
2024
Q3
$6K Hold
2024
Q2
$6K Hold
2024
Q1
$6K Sell
2023
Q4
$18K Sell
2023
Q3
$17K Hold
2023
Q2
$18K Hold
2023
Q1
$17K Sell
2022
Q4
$19K Hold
2022
Q3
$22K Hold
2022
Q2
$28K Buy