Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$250 Hold
2025
Q2
$235 Hold
2025
Q1
$270 Sell
2024
Q4
$389K Sell
2024
Q3
$762K Buy
2024
Q2
Sell
2024
Q1
$126K Buy
2023
Q4
$74.7K Buy