Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$82.7K Buy
2025
Q1
$101K Sell
2024
Q4
$146K Buy
2024
Q3
$136K Buy
2024
Q2
$113K Sell
2024
Q1
$195K Buy
2023
Q4
$165K Sell
2023
Q3
$199K Buy