Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$14.4K Sell
2025
Q2
$19K Sell
2025
Q1
$35K Buy
2024
Q4
Sell
2024
Q3
$89K Sell
2024
Q2
$173K Buy
2024
Q1
$153K Buy
2023
Q4
$159K Buy
2023
Q3
$110K Buy