Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$97K Hold
2025
Q1
$58K Buy
2024
Q4
$60K Hold
2024
Q3
$45K Hold
2024
Q2
$32K Hold
2024
Q1
$22K Sell
2023
Q4
$52K Sell
2023
Q3
$57K Hold
2023
Q2
$49K Sell
2023
Q1
$57K Sell
2022
Q4
$67K Hold
2022
Q3
$58K Hold
2022
Q2
$68K Buy
2022
Q1
$73K Buy