Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$9K Hold
2025
Q2
$11K Sell
2025
Q1
$28K Hold
2024
Q4
$32K Hold
2024
Q3
$37K Buy
2024
Q2
$30K Hold
2024
Q1
$23K Buy