Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$100K Buy
2025
Q1
$40K Buy
2024
Q4
$43K Sell
2024
Q3
$52K Sell
2024
Q2
$47K Hold
2024
Q1
$56K Sell
2023
Q4
$67K Buy
2023
Q3
$58K Sell
2023
Q2
$180K Buy
2023
Q1
$198K Buy
2022
Q4
$187K Sell
2022
Q3
$173K Sell
2022
Q2
$215K Buy
2022
Q1
$282K Buy