Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$229K Sell
2025
Q1
$153K Hold
2024
Q4
$126K Buy
2023
Q3
Sell
2023
Q2
$11.8K Sell
2023
Q1
$15.9K Buy
2022
Q4
$11.4K Buy
2022
Q3
$13K Sell
2022
Q2
$21K Buy