Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$6K Hold
2025
Q1
$5K Hold
2024
Q4
$7K Hold
2024
Q3
$6K Hold
2024
Q2
$6K Hold
2024
Q1
$7K Sell
2023
Q4
$25K Sell
2023
Q3
$23K Hold
2023
Q2
$29K Sell
2023
Q1
$38K Sell
2022
Q4
$45K Hold
2022
Q3
$46K Hold
2022
Q2
$50K Buy
2022
Q1
$53K Buy