Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$120K Buy
2023
Q4
Sell
2023
Q3
$31K Hold
2023
Q2
$59K Hold
2023
Q1
$53K Hold
2022
Q4
$56K Buy
2022
Q3
Sell
2022
Q2
$42K Sell
2022
Q1
$83K Buy