Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$211K Buy
2025
Q2
$118K Hold
2025
Q1
$93K Hold
2024
Q4
$77K Hold
2024
Q3
$96K Hold
2024
Q2
$92.8K Sell
2024
Q1
$110K Buy
2023
Q4
$24.1K Hold
2023
Q3
$24.1K Buy