Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$38K Hold
2025
Q1
$40K Buy
2024
Q4
$22K Hold
2024
Q3
$11K Hold
2024
Q2
$15K Buy
2023
Q2
Sell
2023
Q1
$4K Sell
2022
Q4
$4K Hold
2022
Q3
$8K Sell
2022
Q2
$21K Buy