Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4K Hold
2025
Q1
$6K Hold
2024
Q4
$8K Hold
2024
Q3
$7K Hold
2024
Q2
$8K Hold
2024
Q1
$5K Sell
2023
Q4
$9K Sell
2023
Q3
$14K Hold
2023
Q2
$16K Hold
2023
Q1
$17K Sell
2022
Q4
$23K Hold
2022
Q3
$28K Buy
2022
Q2
$13K Buy