Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$172K Buy
2024
Q1
Sell
2023
Q4
$84.9K Sell
2023
Q3
$87.4K Hold
2023
Q2
$106K Hold
2023
Q1
$88.7K Sell
2022
Q4
$85.3K Buy