Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$88.6K Sell
2025
Q1
$68K Buy
2024
Q4
$88.1K Sell
2024
Q3
$113K Buy
2024
Q2
$91.1K Buy
2024
Q1
$103K Buy
2023
Q4
$88.2K Buy
2023
Q3
$56.3K Hold
2023
Q2
$55.6K Buy