Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$114K Sell
2025
Q1
$150K Sell
2024
Q4
$128K Buy
2024
Q3
$77K Hold
2024
Q2
$71K Buy
2024
Q1
$44K Sell
2023
Q4
$66K Hold
2023
Q3
$58K Sell
2023
Q2
$100K Sell
2023
Q1
$148K Hold
2022
Q4
$136K Hold
2022
Q3
$119K Hold
2022
Q2
$112K Buy