Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$38.1K Hold
2025
Q2
$37.7K Sell
2025
Q1
$157K Sell
2024
Q4
$166K Sell
2024
Q3
$330K Buy
2024
Q2
$201K Sell
2024
Q1
$332K Sell
2023
Q4
$1.1M Sell
2023
Q3
$1.03M Buy
2023
Q2
$848K Buy