Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$60K Sell
2025
Q1
$112K Buy
2024
Q4
$137K Buy
2024
Q3
$114K Buy
2024
Q2
$83K Hold
2024
Q1
$69K Hold
2023
Q4
$74K Hold
2023
Q3
$62K Sell
2023
Q2
$196K Sell
2023
Q1
$192K Buy