Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$96K Hold
2025
Q2
$79K Buy
2025
Q1
$55K Buy
2024
Q4
Sell
2024
Q3
$99K Sell
2024
Q2
$130K Sell
2024
Q1
$111K Buy
2023
Q4
$90K Buy
2023
Q3
$55K Buy