Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$78.5K Hold
2024
Q4
$87.7K Hold
2024
Q3
$105K Hold
2024
Q2
$88.6K Hold
2024
Q1
$119K Hold
2023
Q4
$97.3K Hold
2023
Q3
$95.4K Hold
2023
Q2
$91K Hold
2023
Q1
$91.9K Buy