Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$7K Hold
2025
Q1
$7K Buy
2024
Q4
Sell
2024
Q3
$7K Hold
2024
Q2
$6K Sell
2024
Q1
$11K Buy
2023
Q4
$8K Sell
2023
Q3
$82K Buy