Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$51K Buy
2024
Q4
$51K Buy
2024
Q3
$38K Hold
2024
Q2
$36K Hold
2024
Q1
$54K Hold
2023
Q4
$50K Buy
2023
Q3
$30K Buy