Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$18K Buy
2024
Q4
$5K Sell
2024
Q3
$117K Buy
2024
Q2
Sell
2024
Q1
$36K Sell
2023
Q4
$1.15M Buy
2023
Q3
Hold
2023
Q2
Hold
2023
Q1
Sell
2022
Q4
$32K Buy
2022
Q3
Hold
2022
Q2
Sell
2022
Q1
$66K Buy