Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$12K Hold
2025
Q2
$10.3K Hold
2025
Q1
$9.71K Hold
2024
Q4
$8.36K Sell
2024
Q3
$8.09K Sell
2024
Q2
$232K Hold
2024
Q1
$210K Hold
2023
Q4
$216K Buy