Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$81K Sell
2025
Q1
$83.5K Hold
2024
Q4
$73.9K Sell
2024
Q3
$155K Hold
2024
Q2
$157K Buy
2024
Q1
$9.52K Hold
2023
Q4
$10.2K Buy