Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$73K Sell
2025
Q1
$98K Hold
2024
Q4
$98K Buy
2024
Q3
$91K Buy
2024
Q2
$80K Buy
2024
Q1
$89K Buy
2023
Q4
$68K Buy
2023
Q3
$53K Buy
2023
Q2
$33K Buy
2023
Q1
$12K Buy
2022
Q4
$8K Hold
2022
Q3
$9K Buy
2022
Q2
$5K Buy