Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$77.4K Sell
2025
Q2
$128K Sell
2025
Q1
$124K Sell
2024
Q4
$124K Hold
2024
Q3
$140K Hold
2024
Q2
$119K Sell
2024
Q1
$116K Buy
2023
Q4
$102K Hold
2023
Q3
$81.8K Hold
2023
Q2
$84.5K Sell
2023
Q1
$349K Buy