Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$17.6K Sell
2025
Q1
$140K Sell
2024
Q4
$418K Buy
2024
Q1
Sell
2023
Q4
$12.1K Hold
2023
Q3
$23.2K Hold
2023
Q2
$17.6K Sell
2023
Q1
$21K Sell
2022
Q4
$26K Sell
2022
Q3
$39K Buy