Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$20K Buy
2025
Q1
$18K Hold
2024
Q4
$19K Hold
2024
Q3
$24K Hold
2024
Q2
$22K Hold
2024
Q1
$22K Buy
2023
Q4
$19K Hold
2023
Q3
$16K Sell
2023
Q2
$17K Buy