Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$301K Buy
2024
Q4
$178K Hold
2024
Q3
$119K Hold
2024
Q2
$122K Hold
2024
Q1
$101K Hold
2023
Q4
$87.8K Hold
2023
Q3
$57.5K Hold
2023
Q2
$55.3K Hold
2023
Q1
$62.2K Hold
2022
Q4
$46.5K Hold
2022
Q3
$104K Buy