Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$101K Hold
2025
Q2
$102K Sell
2025
Q1
$100K Sell
2024
Q4
$108K Buy
2024
Q3
$102K Buy
2024
Q2
$80.5K Buy
2024
Q1
$4.21K Buy
2023
Q4
$3.61K Buy