Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$71.7K Sell
2024
Q3
$83.3K Buy
2024
Q2
$87.2K Sell
2024
Q1
$169K Hold
2023
Q4
$171K Sell
2023
Q3
$200K Hold
2023
Q2
$201K Buy
2023
Q1
$212K Buy