Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$47.8K Sell
2025
Q1
$108K Buy
2024
Q4
$127K Sell
2024
Q3
$265K Hold
2024
Q2
$247K Sell
2024
Q1
$329K Hold
2023
Q4
$419K Hold
2023
Q3
$387K Sell
2023
Q2
$464K Buy
2023
Q1
$336K Buy