Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$100K Hold
2024
Q4
$124K Hold
2024
Q3
$119K Hold
2024
Q2
$191K Hold
2024
Q1
$132K Hold
2023
Q4
$195K Hold
2023
Q3
$102K Hold
2023
Q2
$136K Hold
2023
Q1
$129K Hold
2022
Q4
$103K Hold
2022
Q3
$113K Hold
2022
Q2
$151K Buy