Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$46K Hold
2024
Q3
$62K Hold
2024
Q2
$54K Sell
2024
Q1
$121K Buy
2023
Q3
$127K Hold
2023
Q2
$198 Hold
2023
Q1
$232K Hold
2022
Q4
$237K Hold
2022
Q3
$200K Hold
2022
Q2
$203K Hold
2022
Q1
$250K Buy