Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$59K Sell
2025
Q1
$87K Hold
2024
Q4
$109K Buy
2024
Q3
$50K Buy
2024
Q2
$35K Hold
2024
Q1
$40K Hold
2023
Q4
$49K Buy
2023
Q3
$19K Buy