Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$60.8K Hold
2025
Q1
$60.4K Sell
2024
Q4
$67K Sell
2024
Q3
$275K Hold
2024
Q2
$215K Sell
2024
Q1
$230K Sell
2023
Q4
$224K Sell
2023
Q3
$228K Sell
2023
Q2
$230K Hold
2023
Q1
$224K Buy
2022
Q4
$219K Sell
2022
Q3
$268K Buy