Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$14K Hold
2025
Q2
$16K Hold
2025
Q1
$11K Hold
2024
Q4
$12K Hold
2024
Q3
$14K Hold
2024
Q2
$16K Hold
2024
Q1
$12K Sell
2023
Q4
$45K Hold
2023
Q3
$32K Buy