Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$78.7K Hold
2025
Q2
$72.4K Hold
2025
Q1
$71.7K Sell
2024
Q4
$123K Hold
2024
Q3
$125K Hold
2024
Q2
$114K Hold
2024
Q1
$130K Sell
2023
Q4
$127K Sell
2023
Q3
$120K Buy