Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$68K Sell
2025
Q1
$54K Sell
2024
Q4
$59K Buy
2024
Q3
$21K Hold
2024
Q2
$20K Hold
2024
Q1
$23K Sell
2023
Q4
$68K Buy
2023
Q3
$17K Buy