Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$88K Sell
2025
Q2
$108K Sell
2025
Q1
$95.3K Sell
2024
Q4
$99.9K Hold
2024
Q3
$97.2K Sell
2024
Q2
$123K Sell
2024
Q1
$136K Sell
2023
Q4
$157K Sell
2023
Q3
$38.2K Buy
2023
Q2
$22K Buy
2023
Q1
$12.6K Buy