Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$153K Buy
2025
Q1
$139K Sell
2024
Q4
$117K Buy
2024
Q3
$86K Sell
2024
Q2
$134K Buy
2024
Q1
$45K Hold
2023
Q4
$40K Buy
2023
Q2
Sell
2023
Q1
$19K Buy
2022
Q4
Sell
2022
Q3
$17K Hold
2022
Q2
$19K Buy