Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$76.2K Sell
2025
Q2
$130K Sell
2025
Q1
$141K Sell
2024
Q4
$267K Hold
2024
Q3
$308K Sell
2024
Q2
$322K Hold
2024
Q1
$385K Sell
2023
Q4
$313K Hold
2023
Q3
$243K Hold
2023
Q2
$290K Sell
2023
Q1
$430K Buy