Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$44.9K Sell
2024
Q4
$126K Hold
2024
Q3
$155K Hold
2024
Q2
$165K Hold
2024
Q1
$140K Hold
2023
Q4
$116K Hold
2023
Q3
$91.7K Buy