Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$221K Hold
2025
Q1
$199K Buy
2024
Q4
Sell
2024
Q3
$15.8K Sell
2024
Q2
$164K Buy
2024
Q1
$138K Sell
2023
Q4
$651K Hold
2023
Q3
$684K Buy
2023
Q2
$488K Hold
2023
Q1
$428K Buy