Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.87K Sell
2025
Q1
$107K Hold
2024
Q4
$149K Hold
2024
Q3
$212K Hold
2024
Q2
$208K Hold
2024
Q1
$260K Hold
2023
Q4
$239K Sell
2023
Q3
$488K Hold
2023
Q2
$502K Hold
2023
Q1
$542K Hold
2022
Q4
$517K Sell
2022
Q3
$434K Buy