Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$112K Sell
2025
Q1
$153K Buy
2024
Q4
$124K Hold
2024
Q3
$140K Hold
2024
Q2
$128K Hold
2024
Q1
$134K Hold
2023
Q4
$123K Buy