Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$254K Sell
2025
Q2
$354K Buy
2025
Q1
$74.6K Hold
2024
Q4
$65.9K Hold
2024
Q3
$66.3K Hold
2024
Q2
$51.9K Buy