Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$86.5K Sell
2025
Q1
$223K Sell
2024
Q4
$317K Buy
2024
Q3
$333K Buy
2024
Q2
$132K Buy
2024
Q1
$82.9K Buy
2023
Q4
$67.4K Buy
2023
Q3
$1.23K Sell
2023
Q2
$87.7K Buy
2023
Q1
$622 Sell
2022
Q4
$122K Buy
2022
Q3
$107K Sell
2022
Q2
$184K Sell
2022
Q1
$501K Buy