Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$38.5K Sell
2025
Q1
$57.5K Sell
2024
Q4
$76.5K Sell
2024
Q3
$118K Sell
2024
Q2
$76.3K Hold
2024
Q1
$82.4K Sell
2023
Q4
$225K Sell
2023
Q3
$240K Buy