Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$51.3K Sell
2025
Q1
$61K Sell
2024
Q4
$55.4K Buy
2024
Q3
$57.3K Sell
2024
Q2
$76.9K Buy
2024
Q1
$106K Buy
2023
Q4
$120K Buy