Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$52K Hold
2025
Q1
$46K Buy
2024
Q4
Sell
2024
Q3
$107K Hold
2024
Q2
$105K Buy
2024
Q1
$119K Buy
2023
Q4
$93K Buy
2023
Q3
$68K Buy
2023
Q2
$26K Buy
2022
Q4
Sell
2022
Q3
$4K Buy