Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$23K Hold
2025
Q1
$15K Hold
2024
Q4
$28K Hold
2024
Q3
$22K Hold
2024
Q2
$36K Hold
2024
Q1
$39K Sell
2023
Q4
$130K Sell
2023
Q3
$147K Hold
2023
Q2
$166K Sell
2023
Q1
$207K Sell
2022
Q4
$234K Buy
2022
Q3
$237K Buy
2022
Q2
$308K Buy