Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$111K Sell
2025
Q2
$119K Buy
2025
Q1
$112K Sell
2024
Q4
$90.4K Buy
2024
Q3
$82.9K Hold
2024
Q2
$72K Hold
2024
Q1
$66.3K Hold
2023
Q4
$63.2K Buy