Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$55.2K Sell
2025
Q1
$119K Hold
2024
Q4
$125K Sell
2024
Q3
$146K Sell
2024
Q2
$175K Sell
2024
Q1
$166K Sell
2023
Q4
$204K Buy