Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$106K Sell
2025
Q2
$91.5K Hold
2025
Q1
$67.1K Hold
2024
Q4
$79.8K Sell
2024
Q3
$81.8K Hold
2024
Q2
$81.9K Hold
2024
Q1
$64.1K Hold
2023
Q4
$49K Buy