Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$13K Buy
2025
Q1
$3K Hold
2024
Q4
$3K Buy
2024
Q3
$2K Sell
2024
Q2
$5K Buy
2024
Q1
$5K Buy
2023
Q4
$2K Buy
2023
Q3
$1K Buy
2023
Q2
$1K Sell
2023
Q1
$1K Buy
2021
Q1
Sell
2020
Q4
$5K Buy