Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$52K Sell
2025
Q1
$53K Buy
2024
Q4
$88 Sell
2024
Q3
$84K Sell
2024
Q2
$79K Sell
2024
Q1
$81K Sell
2023
Q4
$92K Buy
2023
Q3
$83K Buy