Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$70K Buy
2025
Q2
$58.1K Buy
2025
Q1
$52.3K Sell
2024
Q4
$55.3K Sell
2024
Q3
$46.3K Sell
2024
Q2
$43.9K Sell
2024
Q1
$38.9K Sell
2023
Q4
$47.3K Buy