Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$24K Hold
2025
Q1
$18K Sell
2024
Q4
$45K Sell
2024
Q3
$239K Buy
2024
Q2
$35K Hold
2024
Q1
$47K Sell
2023
Q4
$75K Hold
2023
Q3
$52K Buy
2023
Q2
$374 Sell
2023
Q1
$32K Buy
2022
Q4
$28K Hold
2022
Q3
$32K Buy