Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$69.5K Sell
2025
Q1
$172K Sell
2024
Q4
$278K Buy
2024
Q3
$296K Buy
2024
Q2
$182K Buy
2024
Q1
$226K Buy
2023
Q4
$100K Buy
2023
Q3
$5.09K Sell
2023
Q2
$167K Buy
2023
Q1
$22.1K Buy
2022
Q4
$21.6K Sell
2022
Q3
$2.04M Buy