Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$54K Sell
2025
Q1
$99K Buy
2024
Q4
$112K Buy
2024
Q3
$77K Hold
2024
Q2
$81K Buy
2024
Q1
$72K Buy
2023
Q4
$38K Hold
2023
Q3
$36K Buy