Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$38.9K Hold
2025
Q2
$37K Sell
2025
Q1
$111K Sell
2024
Q4
$186K Sell
2024
Q3
$313K Sell
2024
Q2
$313K Buy
2024
Q1
$122K Sell
2023
Q4
$130K Buy
2023
Q3
$58.4K Buy