Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$112K Sell
2025
Q2
$114K Hold
2025
Q1
$99.4K Hold
2024
Q4
$127K Hold
2024
Q3
$112K Hold
2024
Q2
$90.5K Hold
2024
Q1
$86.5K Hold
2023
Q4
$71.3K Buy