Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$12K Hold
2025
Q1
$11K Hold
2024
Q4
$12K Hold
2024
Q3
$11K Hold
2024
Q2
$9K Hold
2024
Q1
$9K Sell
2023
Q4
$27K Sell
2023
Q3
$24K Hold
2023
Q2
$21K Sell
2023
Q1
$23K Sell
2022
Q4
$32K Hold
2022
Q3
$29K Buy
2022
Q2
$34K Buy