Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$172K Sell
2025
Q1
$182K Buy
2024
Q4
$88.3K Buy
2024
Q3
$65K Hold
2024
Q2
$70.4K Hold
2024
Q1
$102K Sell
2023
Q4
$100K Sell
2023
Q3
$232K Hold
2023
Q2
$284K Hold
2023
Q1
$228K Buy