Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$42K Hold
2025
Q1
$44K Buy
2024
Q4
Sell
2024
Q3
$50K Sell
2024
Q2
$43K Hold
2024
Q1
$42K Hold
2023
Q4
$40K Sell
2023
Q3
$70K Buy