Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$17K Sell
2025
Q1
$61K Buy
2024
Q4
$11K Buy
2024
Q3
$4K Buy
2023
Q2
Hold
2023
Q1
Hold
2022
Q3
Hold
2022
Q2
Hold