Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$12K Hold
2025
Q1
$11K Hold
2024
Q4
$10K Sell
2024
Q3
$11K Buy
2024
Q2
$10K Hold
2024
Q1
$10K Buy
2023
Q4
$5K Hold
2023
Q3
$4K Sell
2023
Q2
$6K Buy