Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$20.7K Sell
2025
Q1
$116K Sell
2024
Q4
$259K Hold
2024
Q3
$320K Hold
2024
Q2
$311K Sell
2024
Q1
$320K Sell
2023
Q4
$327K Buy
2023
Q3
$304K Buy