Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$7K Hold
2025
Q1
$9K Hold
2024
Q4
$10K Buy
2022
Q4
Sell
2022
Q3
$6K Hold
2022
Q2
$9K Hold
2022
Q1
$9K Sell
2021
Q4
$10K Hold
2021
Q3
$8K Buy