Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$105K Buy
2025
Q1
$85.5K Buy
2024
Q4
$74K Buy
2024
Q3
$53.3K Sell
2024
Q2
$71.5K Buy
2024
Q1
$57.3K Sell
2023
Q4
$63K Buy
2023
Q3
$46.7K Buy
2023
Q2
$40K Buy