Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$59K Sell
2025
Q1
$74K Buy
2024
Q4
$99K Buy
2024
Q3
$46K Hold
2024
Q2
$76K Hold
2024
Q1
$40K Buy
2023
Q4
$36K Hold
2023
Q3
$36K Buy