Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$1K Hold
2024
Q4
$2K Hold
2024
Q3
$2K Hold
2024
Q2
$13K Hold
2024
Q1
$15K Sell
2023
Q4
$32K Sell
2023
Q3
$29K Hold
2023
Q2
$38K Buy
2023
Q1
$33K Sell
2022
Q4
$35K Buy
2022
Q3
$30K Buy
2022
Q2
$19K Buy