Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$43K Sell
2025
Q1
$32K Buy
2024
Q4
$35K Hold
2024
Q3
$31K Hold
2024
Q2
$27K Hold
2024
Q1
$26K Sell
2023
Q4
$28K Hold
2023
Q3
$25K Hold
2023
Q2
$25K Hold
2023
Q1
$21K Buy