Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$56K Sell
2025
Q2
$234K Sell
2025
Q1
$562K Buy
2024
Q4
$450 Hold
2024
Q3
$473 Hold
2024
Q2
$432 Hold
2024
Q1
$507 Buy
2023
Q4
Sell
2023
Q3
$815 Buy