Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$99.8K Buy
2025
Q2
$46.5K Sell
2025
Q1
$72.5K Sell
2024
Q4
$98.4K Sell
2024
Q3
$217K Sell
2024
Q2
$310K Sell
2024
Q1
$564K Hold
2023
Q4
$564K Buy