Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$84K Sell
2025
Q1
$119K Sell
2024
Q4
$158K Buy
2024
Q3
$96K Hold
2024
Q2
$94K Hold
2024
Q1
$90K Buy
2023
Q4
$72K Buy
2023
Q3
$41K Buy