Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$136K Sell
2025
Q1
$197K Buy
2024
Q4
$168K Sell
2024
Q3
$190K Buy
2024
Q2
$121K Buy
2024
Q1
$75.7K Hold
2023
Q4
$74.3K Sell
2023
Q3
$210K Sell
2023
Q2
$240K Hold
2023
Q1
$229K Hold
2022
Q4
$227K Sell
2022
Q3
$255K Hold
2022
Q2
$267K Buy