Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$56K Buy
2024
Q4
$54K Buy
2024
Q1
Sell
2023
Q4
$33K Buy
2023
Q2
Hold
2023
Q1
Hold
2022
Q4
Sell
2022
Q3
$348K Hold
2022
Q2
$343K Buy