Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$70K Sell
2024
Q4
$118K Hold
2024
Q3
$101K Hold
2024
Q2
$86K Hold
2024
Q1
$95K Sell
2023
Q4
$248K Hold
2023
Q3
$241K Hold
2023
Q2
$234K Hold
2023
Q1
$255K Hold
2022
Q4
$234K Hold
2022
Q3
$254K Buy