Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$107K Sell
2025
Q1
$84.3K Sell
2024
Q4
$90.1K Buy
2024
Q3
$101K Buy
2024
Q2
$106K Hold
2024
Q1
$90.1K Hold
2023
Q4
$75K Buy
2023
Q3
$17.4K Hold
2023
Q2
$18.4K Hold
2023
Q1
$15.2K Sell
2022
Q4
$48.6K Buy