Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$241K Sell
2025
Q1
$248K Buy
2024
Q4
$202K Buy
2024
Q1
Sell
2023
Q4
$48K Hold
2023
Q3
$50K Hold
2023
Q2
$66K Buy