Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$97K Sell
2025
Q1
$98K Buy
2024
Q4
$95 Sell
2024
Q3
$81K Buy
2024
Q2
$52K Buy
2024
Q1
$49K Sell
2023
Q4
$55K Sell
2023
Q3
$51K Buy