Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$116K Sell
2025
Q1
$163K Sell
2024
Q4
$171K Buy
2024
Q3
$130K Hold
2024
Q2
$105K Buy
2024
Q1
$88K Hold
2023
Q4
$80K Hold
2023
Q3
$75K Buy