Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$143K Sell
2025
Q2
$153K Buy
2025
Q1
$90.1K Sell
2024
Q4
$139K Hold
2024
Q3
$167K Hold
2024
Q2
$207K Sell
2024
Q1
$201K Buy
2023
Q4
$4.54K Sell
2023
Q3
$122K Sell
2023
Q2
$156K Buy