Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$123K Sell
2025
Q1
$102K Buy
2024
Q4
$73K Buy
2024
Q3
$51K Buy
2024
Q2
$48K Hold
2024
Q1
$38K Buy
2023
Q4
$19K Sell
2023
Q3
$23K Buy
2023
Q2
$25K Hold
2023
Q1
$21K Buy
2022
Q4
$17K Buy
2022
Q3
$5K Buy
2022
Q2
$4K Buy