Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$64K Hold
2025
Q1
$82K Buy
2024
Q4
$94K Hold
2024
Q3
$73K Buy
2024
Q2
$74K Buy
2024
Q1
$79K Sell
2023
Q4
$402K Sell
2023
Q3
$374K Buy
2023
Q2
$229K Buy