Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$95.7K Sell
2025
Q2
$100K Hold
2025
Q1
$104K Buy
2024
Q4
$92.6K Hold
2024
Q3
$96.6K Hold
2024
Q2
$85.5K Hold
2024
Q1
$86.8K Buy
2023
Q4
$64.6K Buy