Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$80.4K Sell
2024
Q4
$87.1K Sell
2024
Q3
$91.2K Buy
2024
Q2
$72.3K Sell
2024
Q1
$84.9K Hold
2023
Q4
$119K Sell
2023
Q3
$384K Buy
2023
Q2
$156K Buy
2023
Q1
$160K Buy