Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$105K Hold
2025
Q1
$102K Hold
2024
Q4
$105K Sell
2024
Q3
$102K Sell
2024
Q2
$91.5K Buy
2023
Q3
Sell
2023
Q2
$65.2K Buy
2023
Q1
$57.9K Buy