Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$9K Hold
2025
Q1
$8K Hold
2024
Q4
$7K Hold
2024
Q3
$6K Hold
2024
Q2
$5K Hold
2024
Q1
$5K Sell
2023
Q4
$29K Sell
2023
Q3
$25K Hold
2023
Q2
$34K Buy
2023
Q1
$31K Sell
2022
Q4
$41K Buy
2022
Q3
$17K Buy
2022
Q2
$15K Sell
2022
Q1
$15K Buy