Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$35K Hold
2025
Q2
$31K Buy
2025
Q1
$14K Hold
2024
Q4
$14K Buy
2024
Q3
$12K Sell
2024
Q2
$16K Sell
2024
Q1
$13K Sell
2023
Q4
$8K Sell
2023
Q3
$7K Hold
2023
Q2
$5K Buy