Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$11K Hold
2024
Q4
$9K Buy
2024
Q3
$9K Hold
2024
Q2
$8K Sell
2024
Q1
$14K Hold
2023
Q4
$15K Hold
2023
Q3
$13K Buy
2023
Q2
$6K Buy