Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$37K Buy
2024
Q4
$40K Sell
2024
Q3
$61K Buy
2024
Q1
Sell
2023
Q4
$1K Sell
2023
Q3
$10K Buy