Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$14K Sell
2024
Q4
$236K Buy
2021
Q4
Sell
2021
Q3
$104K Hold
2021
Q2
$109K Hold
2021
Q1
$75K Buy