Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$89.4K Sell
2025
Q1
$133K Sell
2024
Q4
$130K Hold
2024
Q3
$136K Sell
2024
Q2
$137K Hold
2024
Q1
$139K Hold
2023
Q4
$121K Hold
2023
Q3
$112K Buy
2023
Q2
$58.5K Buy