Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$16K Hold
2025
Q1
$27K Buy
2024
Q4
$22K Hold
2024
Q3
$19K Hold
2024
Q2
$10K Hold
2024
Q1
$11K Sell
2023
Q4
$39K Sell
2023
Q3
$31K Hold
2023
Q2
$56K Buy
2023
Q1
$53K Sell
2022
Q4
$64K Hold
2022
Q3
$77K Buy
2022
Q2
$52K Buy
2022
Q1
$50K Buy
2018
Q3
Sell
2018
Q2
$255K Buy