Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$40K Hold
2025
Q1
$15K Buy
2024
Q4
$18K Hold
2024
Q3
$9K Hold
2024
Q2
$15K Buy
2024
Q1
Sell
2023
Q4
$0 Hold
2023
Q3
$0 Hold
2023
Q2
$0 Sell
2023
Q1
$25K Buy
2022
Q4
$16K Hold
2022
Q3
$17K Hold
2022
Q2
$29K Sell
2022
Q1
$107K Sell
2021
Q4
$143K Buy