Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$5K Hold
2025
Q1
$5K Buy
2024
Q3
Sell
2024
Q2
$73K Buy
2024
Q1
$49K Sell
2023
Q4
$82K Buy
2023
Q3
$3K Buy
2022
Q4
Sell
2022
Q3
$71K Sell
2022
Q2
$224K Buy