Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$92.9K Buy
2025
Q2
$101K Sell
2025
Q1
$99.6K Buy
2024
Q4
$103K Hold
2024
Q3
$105K Hold
2024
Q2
$99.1K Sell
2024
Q1
$99.4K Sell
2023
Q4
$92.3K Hold
2023
Q3
$83.7K Hold
2023
Q2
$88.6K Buy