Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3K Hold
2025
Q1
$3K Hold
2024
Q4
$4K Hold
2024
Q3
$5K Hold
2024
Q2
$4K Hold
2024
Q1
$4K Sell
2023
Q4
$13K Sell
2023
Q3
$15K Hold
2023
Q2
$19K Sell
2023
Q1
$27K Sell
2022
Q4
$28K Hold
2022
Q3
$33K Buy
2022
Q2
$29K Buy
2022
Q1
$32K Buy