Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$157K Sell
2025
Q2
$325K Sell
2025
Q1
$215K Buy
2024
Q4
$223K Hold
2024
Q3
$259K Buy
2024
Q2
$5.73K Buy
2024
Q1
Sell
2023
Q4
$2.48K Buy
2023
Q3
$1.45K Buy