Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$68.8K Sell
2024
Q4
$327K Buy
2024
Q2
Sell
2024
Q1
$53.9K Buy
2023
Q2
Sell
2023
Q1
$24K Buy