Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$173K Sell
2025
Q1
$170K Buy
2024
Q4
$213K Sell
2024
Q3
$141K Buy
2024
Q2
$105K Buy
2024
Q1
$87K Buy
2023
Q4
$61.2K Sell
2023
Q3
$64.4K Sell
2023
Q2
$50K Buy
2023
Q1
$51.1K Buy
2022
Q4
$44.9K Buy