Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$66.1K Hold
2024
Q3
$53.2K Sell
2024
Q2
$72.2K Sell
2024
Q1
$85.8K Buy
2023
Q4
Sell
2023
Q3
$129K Sell
2023
Q2
$175K Sell
2023
Q1
$198K Hold
2022
Q4
$211K Buy