Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$44K Buy
2024
Q4
$41K Sell
2024
Q3
$46K Hold
2024
Q2
$50K Buy
2024
Q1
$56K Sell
2023
Q4
$248K Sell
2023
Q3
$363K Buy
2023
Q2
$439K Buy