Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$103K Buy
2025
Q2
$95.8K Sell
2025
Q1
$112K Hold
2024
Q4
$98.8K Hold
2024
Q3
$105K Hold
2024
Q2
$78.2K Sell
2024
Q1
$81.1K Sell
2023
Q4
$74.4K Buy
2023
Q3
$71.6K Hold
2023
Q2
$76.6K Hold
2023
Q1
$80.4K Buy