Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$95.8K Sell
2025
Q2
$100K Sell
2025
Q1
$95K Sell
2024
Q4
$119K Sell
2024
Q3
$103K Sell
2024
Q2
$138K Sell
2024
Q1
$226K Hold
2023
Q4
$226K Buy