Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$92.5K Hold
2025
Q1
$82.9K Hold
2024
Q4
$88.4K Sell
2024
Q3
$167K Sell
2024
Q2
$175K Sell
2024
Q1
$245K Sell
2023
Q4
$262K Sell
2023
Q3
$274K Sell
2023
Q2
$312K Sell
2023
Q1
$321K Sell
2022
Q4
$243K Buy