Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$118K Sell
2025
Q2
$103K Buy
2025
Q1
$115K Sell
2024
Q4
$106K Buy
2024
Q3
$11.8K Hold
2024
Q2
$11.3K Sell
2024
Q1
$59.1K Sell
2023
Q4
$58.5K Buy
2023
Q3
$63.4K Buy
2023
Q2
$50.5K Buy