Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$162K Hold
2025
Q2
$147K Buy
2025
Q1
$88.5K Buy
2024
Q4
$68.8K Sell
2024
Q3
$78.6K Sell
2024
Q2
$144K Buy