Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$518 Buy
2025
Q1
Sell
2024
Q4
$175K Sell
2024
Q3
$212K Sell
2024
Q2
$214K Buy
2024
Q1
$222K Hold
2023
Q4
$192K Buy