Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$64.4K Sell
2025
Q2
$105K Hold
2025
Q1
$127K Sell
2024
Q4
$139K Hold
2024
Q3
$149K Hold
2024
Q2
$113K Hold
2024
Q1
$111K Buy