Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$26K Sell
2025
Q1
$23K Sell
2024
Q4
$69K Sell
2024
Q3
$71K Buy
2024
Q2
$20K Buy
2024
Q1
$18K Sell
2023
Q4
$18K Sell
2023
Q3
$15K Buy
2023
Q2
$16K Sell
2023
Q1
$15K Sell
2022
Q4
$15K Hold
2022
Q3
$12K Sell
2022
Q2
$30K Sell
2022
Q1
$36K Buy
2021
Q4
$19K Buy