Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$250K Buy
2025
Q1
$8K Hold
2024
Q4
$8K Buy
2024
Q3
$5K Buy
2024
Q1
$5K Sell
2023
Q4
$28K Sell
2023
Q3
$133K Hold
2023
Q2
$128K Sell
2023
Q1
$179K Hold
2022
Q4
$192K Sell
2022
Q3
$195K Buy
2022
Q2
$177K Buy