Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$110K Buy
2025
Q2
$126K Buy
2025
Q1
$120K Buy
2024
Q4
Sell
2024
Q3
$119K Buy
2024
Q2
$90.7K Sell
2024
Q1
$101K Buy
2023
Q4
$93.4K Hold
2023
Q3
$94.5K Sell
2023
Q2
$96K Buy