Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$75K Buy
2025
Q2
$34K Sell
2025
Q1
$35.2K Hold
2024
Q4
$29.5K Sell
2024
Q3
$46.8K Hold
2024
Q2
$44.6K Sell
2024
Q1
$57.7K Sell
2023
Q4
$46.9K Hold
2023
Q3
$46.9K Buy