Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$147K Hold
2025
Q1
$108K Sell
2024
Q4
$138K Sell
2024
Q3
$165K Buy
2024
Q2
$134K Buy
2024
Q1
$99.8K Sell
2023
Q4
$371K Hold
2023
Q3
$390K Buy