Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$174K Sell
2025
Q1
$148K Buy
2024
Q4
$130K Buy
2024
Q3
$151K Buy
2024
Q2
$162K Buy
2024
Q1
$171K Sell
2023
Q4
$204K Buy
2023
Q3
$173K Buy
2023
Q2
$140K Buy
2023
Q1
$113K Hold
2022
Q4
$152K Buy
2022
Q3
$174K Buy
2022
Q2
$189K Buy