Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$30K Hold
2025
Q1
$29K Hold
2024
Q4
$25K Hold
2024
Q3
$23K Hold
2024
Q2
$22K Hold
2024
Q1
$20K Buy
2023
Q4
$16K Hold
2023
Q3
$15K Hold
2023
Q2
$15K Buy