Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$102K Sell
2025
Q1
$80.2K Sell
2024
Q4
$106K Hold
2024
Q3
$106K Hold
2024
Q2
$100K Sell
2024
Q1
$130K Sell
2023
Q4
$138K Buy
2023
Q3
$93K Buy
2023
Q2
Sell
2023
Q1
$42.8K Sell
2022
Q4
$157K Buy