Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$113K Buy
2025
Q2
$39.6K Hold
2025
Q1
$37.2K Hold
2024
Q4
$36K Hold
2024
Q3
$36.1K Hold
2024
Q2
$34K Hold
2024
Q1
$35.8K Hold
2023
Q4
$29.9K Hold
2023
Q3
$27.3K Hold
2023
Q2
$30.5K Sell
2023
Q1
$42.8K Buy