Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$70K Sell
2025
Q1
$158K Buy
2024
Q4
$226K Sell
2024
Q3
$532K Buy
2024
Q2
$469K Buy
2024
Q1
$39.5K Buy
2023
Q4
$33.8K Buy