Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$152K Buy
2025
Q1
$27.4K Sell
2024
Q4
$33.3K Sell
2024
Q3
$40K Hold
2024
Q2
$33.2K Hold
2024
Q1
$29.5K Buy
2023
Q4
$23.9K Buy