Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$56.1K Buy
2024
Q3
$69.4K Hold
2024
Q2
$58.5K Buy
2023
Q3
$52.6K Hold
2023
Q2
$56K Buy
2023
Q1
Sell
2022
Q4
$55.2K Buy