Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$59K Sell
2024
Q3
$82K Hold
2024
Q2
$73K Sell
2024
Q1
$227K Buy
2023
Q4
$154K Sell
2023
Q3
$152K Buy
2023
Q2
$73K Sell
2023
Q1
$132K Buy
2022
Q4
Sell
2022
Q3
$46K Sell
2022
Q2
$158K Buy