Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$6K Sell
2025
Q2
$98.8K Sell
2025
Q1
$240K Buy
2024
Q4
$49.3K Buy
2024
Q3
$45.1K Buy
2023
Q4
Sell
2023
Q3
$2.74K Hold
2023
Q2
$2.79K Buy
2020
Q2
Sell
2020
Q1
$12K Buy