Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$81K Sell
2025
Q1
$155K Buy
2024
Q4
$176K Buy
2024
Q3
$117K Hold
2024
Q2
$103K Buy
2024
Q1
$77K Buy
2023
Q4
$41K Hold
2023
Q3
$46K Buy