Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$84K Buy
2025
Q2
$68.1K Buy
2025
Q1
$62.8K Sell
2024
Q4
$180K Hold
2024
Q3
$171K Sell
2024
Q2
$180K Buy
2024
Q1
Sell
2023
Q4
$179K Hold
2023
Q3
$163K Hold
2023
Q2
$174K Buy