Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$114K Hold
2025
Q1
$102K Hold
2024
Q4
$81.5K Sell
2024
Q3
$107K Sell
2024
Q2
$118K Hold
2024
Q1
$114K Hold
2023
Q4
$104K Hold
2023
Q3
$90.9K Buy
2023
Q2
$41.8K Hold
2023
Q1
$36.8K Hold
2022
Q4
$37.7K Hold
2022
Q3
$26.4K Buy