Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$13.4K Sell
2025
Q1
$19.4K Sell
2024
Q4
$64.4K Sell
2024
Q3
$152K Sell
2024
Q2
$168K Hold
2024
Q1
$166K Sell
2023
Q4
$230K Buy