Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$172K Buy
2025
Q1
$132K Sell
2024
Q4
$126K Buy
2024
Q3
$139K Sell
2024
Q2
$117K Buy
2024
Q1
$76.6K Sell
2023
Q4
$74.7K Sell
2023
Q3
$94.3K Buy
2023
Q2
$57.5K Buy
2023
Q1
$51.3K Buy
2022
Q4
$45K Buy