Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$132K Sell
2025
Q1
$179K Buy
2024
Q4
$133K Buy
2024
Q3
$117K Buy
2024
Q2
$96.4K Hold
2024
Q1
$92.5K Hold
2023
Q4
$56.9K Hold
2023
Q3
$55.5K Hold
2023
Q2
$48.8K Sell
2023
Q1
$153K Buy