Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$7K Buy
2024
Q3
$9K Buy
2024
Q2
$7K Buy
2024
Q1
$7K Buy
2023
Q4
$8K Buy
2022
Q2
Sell
2022
Q1
$36K Hold
2021
Q4
$40K Buy
2021
Q3
$38K Buy