Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$18K Hold
2025
Q1
$23K Buy
2024
Q4
$16K Hold
2024
Q3
$23K Hold
2024
Q2
$15K Hold
2024
Q1
$20K Sell
2023
Q4
$59K Sell
2023
Q3
$55K Hold
2023
Q2
$43K Buy
2023
Q1
$41K Sell
2022
Q4
$42K Hold
2022
Q3
$45K Buy
2022
Q2
$64K Buy
2022
Q1
$61K Buy