Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$2K Hold
2024
Q4
$3K Hold
2024
Q3
$4K Hold
2024
Q2
$4K Buy
2023
Q2
Sell
2023
Q1
$11K Sell
2022
Q4
$55K Hold
2022
Q3
$120K Buy
2022
Q2
$116K Buy
2022
Q1
$47K Sell
2021
Q4
$62K Sell
2021
Q3
$90K Sell
2021
Q2
$89K Buy