Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$140K Hold
2025
Q1
$135K Sell
2024
Q4
$158K Sell
2024
Q3
$168K Hold
2024
Q2
$125K Sell
2024
Q1
$134K Sell
2023
Q4
$232K Buy
2023
Q3
$180K Buy
2023
Q2
$100 Buy
2021
Q2
Sell
2021
Q1
$0 Buy