Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$12K Buy
2025
Q1
$16K Hold
2024
Q4
$16K Sell
2024
Q3
$18K Buy
2024
Q2
$17K Buy
2024
Q1
$14K Buy
2023
Q4
$13K Buy
2023
Q3
$5K Buy
2023
Q2
$4K Buy
2023
Q1
$3K Sell
2022
Q4
$3K Hold
2022
Q3
$3K Buy
2022
Q2
$0 Buy
2020
Q4
Sell
2020
Q3
$2K Buy