Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$35K Sell
2024
Q3
$139K Buy
2024
Q2
$179K Hold
2024
Q1
$221K Hold
2023
Q4
$198K Buy
2023
Q3
$134K Sell
2023
Q2
$252K Buy
2023
Q1
$157K Buy