Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$20K Hold
2025
Q1
$21K Buy
2024
Q4
Sell
2024
Q3
$29K Hold
2024
Q2
$27K Buy
2024
Q1
$27K Sell
2023
Q4
$46K Sell
2023
Q3
$41K Buy