Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$16K Buy
2024
Q4
Sell
2024
Q3
$280K Sell
2024
Q2
$368K Buy
2024
Q1
$132K Sell
2023
Q4
$183K Buy
2023
Q3
$181K Buy
2023
Q2
$170K Buy