Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$127K Hold
2025
Q2
$128K Hold
2025
Q1
$79.7K Hold
2024
Q4
$84.3K Sell
2024
Q3
$76.2K Sell
2024
Q2
$75.3K Sell
2024
Q1
$94.2K Hold
2023
Q4
$89.6K Buy