Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$83.1K Sell
2025
Q1
$127K Sell
2024
Q4
$283K Buy
2024
Q3
$46.8K Hold
2024
Q2
$50.9K Hold
2024
Q1
$54.7K Hold
2023
Q4
$54.4K Sell
2023
Q3
$270K Buy