Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$48.5K Hold
2024
Q4
$67.5K Sell
2024
Q3
$698K Buy
2024
Q2
$622K Buy
2024
Q1
$560K Buy
2023
Q4
$86.2K Buy