Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$103K Sell
2025
Q2
$82.8K Sell
2025
Q1
$78K Sell
2024
Q4
$117K Sell
2024
Q3
$83.5K Hold
2024
Q2
$94.4K Buy
2024
Q1
$37.2K Sell
2023
Q4
$83.8K Buy