Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$17K Sell
2025
Q1
$18K Buy
2024
Q4
$13K Buy
2024
Q3
$12K Buy
2024
Q2
$11K Buy
2024
Q1
$11K Buy
2023
Q4
$10K Buy
2023
Q3
$8K Buy
2023
Q2
$8K Buy
2023
Q1
$10K Buy
2022
Q4
$10K Buy
2022
Q3
$8K Buy
2022
Q2
$11K Sell
2022
Q1
$12K Buy
2021
Q4
$12K Buy