Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$79.7K Sell
2025
Q1
$73.8K Sell
2024
Q4
$91.8K Buy
2024
Q3
$80.6K Buy
2024
Q2
$81K Hold
2024
Q1
$87.5K Sell
2023
Q4
$110K Sell
2023
Q3
$105K Buy
2023
Q2
$108K Sell
2023
Q1
$115K Sell
2022
Q4
$95.9K Buy