Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$66.9K Hold
2025
Q2
$63.2K Sell
2025
Q1
$93.3K Sell
2024
Q4
$143K Sell
2024
Q3
$166K Hold
2024
Q2
$180K Hold
2024
Q1
$192K Sell
2023
Q4
$229K Buy