Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$6K Hold
2025
Q1
$8K Hold
2024
Q4
$11K Hold
2024
Q3
$13K Hold
2024
Q2
$12K Hold
2024
Q1
$17K Sell
2023
Q4
$47K Sell
2023
Q3
$43K Hold
2023
Q2
$42K Sell
2023
Q1
$31K Sell
2022
Q4
$35K Buy