Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$88K Sell
2025
Q1
$103K Hold
2024
Q4
$168K Buy
2024
Q3
$87K Buy
2024
Q2
$76K Hold
2024
Q1
$71K Buy
2023
Q4
$58K Hold
2023
Q3
$52K Buy