Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$9K Hold
2025
Q1
$10K Sell
2024
Q4
$18K Sell
2024
Q3
$31K Buy
2024
Q2
$22K Buy
2024
Q1
$23K Hold
2023
Q4
$20K Hold
2023
Q3
$9K Buy
2023
Q2
$12K Buy
2022
Q4
Sell
2022
Q3
$3K Sell
2022
Q2
$5K Hold
2022
Q1
$5K Buy