Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$231K Sell
2025
Q1
$230K Sell
2024
Q4
$365K Buy
2024
Q3
$93.3K Buy
2024
Q2
$71.4K Buy
2024
Q1
$89K Buy
2023
Q4
$94.4K Hold
2023
Q3
$94.4K Buy
2023
Q2
$81.6K Sell
2023
Q1
$104K Buy