Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$16K Hold
2025
Q1
$18K Hold
2024
Q4
$19K Hold
2024
Q3
$21K Hold
2024
Q2
$19K Hold
2024
Q1
$18K Sell
2023
Q4
$49K Sell
2023
Q3
$53K Hold
2023
Q2
$51K Sell
2023
Q1
$55K Sell
2022
Q4
$71K Hold
2022
Q3
$65K Hold
2022
Q2
$65K Buy
2022
Q1
$57K Buy