Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$96K Sell
2025
Q1
$109K Hold
2024
Q4
$123K Hold
2024
Q3
$147K Hold
2024
Q2
$114K Hold
2024
Q1
$122K Buy
2021
Q4
Sell
2021
Q3
$62K Buy
2021
Q2
$35K Hold
2021
Q1
$32K Buy