Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$5K Buy
2024
Q4
$5K Sell
2024
Q3
$9K Sell
2024
Q2
$11K Sell
2024
Q1
$37K Buy
2023
Q4
$16K Sell
2023
Q3
$21K Buy
2023
Q2
Hold
2022
Q4
Sell
2022
Q3
$2K Buy
2022
Q2
$0 Buy