Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$64.9K Hold
2024
Q4
$57.1K Hold
2024
Q3
$60.4K Hold
2024
Q2
$45.2K Sell
2024
Q1
$47.2K Sell
2023
Q4
$60.1K Sell
2023
Q3
$113K Sell
2023
Q2
$162K Sell
2023
Q1
$223K Sell
2022
Q4
$320K Buy