Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$72K Hold
2024
Q3
$71K Hold
2024
Q2
$71K Hold
2024
Q1
$74K Buy
2023
Q3
$55K Hold
2023
Q2
$56 Hold
2023
Q1
$51K Hold
2022
Q4
$47K Hold
2022
Q3
$41K Hold
2022
Q2
$42K Hold
2022
Q1
$43K Buy