Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$112K Hold
2024
Q4
$114K Sell
2024
Q3
$158K Buy
2024
Q2
$92.4K Hold
2024
Q1
$90.8K Hold
2023
Q4
$79.6K Hold
2023
Q3
$71.9K Buy