Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$25K Buy
2025
Q1
$6K Sell
2024
Q4
$26K Buy
2024
Q3
$20K Buy
2024
Q2
$15K Sell
2024
Q1
$34K Buy
2023
Q4
$11K Hold
2023
Q3
$9K Sell
2023
Q2
$11K Sell
2023
Q1
$12K Buy
2022
Q4
$11K Hold
2022
Q3
$8K Sell
2022
Q2
$82K Sell
2022
Q1
$85K Buy
2021
Q4
$42K Buy