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
$6K Hold
2024
Q3
$7K Hold
2024
Q2
$6K Hold
2024
Q1
$6K Sell
2023
Q4
$12K Sell
2023
Q3
$10K Hold
2023
Q2
$13K Buy
2022
Q2
Sell
2022
Q1
$21K Buy