Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$12K Hold
2025
Q2
$13.4K Sell
2025
Q1
$12.6K Sell
2024
Q4
$24.2K Sell
2024
Q3
$35.6K Sell
2024
Q2
$440K Buy
2024
Q1
$24.7K Sell
2023
Q4
$209K Sell
2023
Q3
$266K Sell
2023
Q2
$255K Buy