Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$124K Sell
2025
Q1
$121K Sell
2024
Q4
$133K Sell
2024
Q3
$140K Buy
2024
Q2
$105K Sell
2024
Q1
$160K Buy
2023
Q4
$142K Sell
2023
Q3
$135K Buy
2023
Q2
$136K Buy