Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$46.5K Sell
2025
Q1
$63.2K Sell
2024
Q4
$80.1K Sell
2024
Q3
$96.2K Sell
2024
Q2
$103K Sell
2024
Q1
$88.8K Hold
2023
Q4
$94.4K Sell
2023
Q3
$81.1K Hold
2023
Q2
$93.2K Sell
2023
Q1
$83.7K Hold
2022
Q4
$73.3K Buy