Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$168K Buy
2025
Q2
$109K Buy
2025
Q1
$60.9K Sell
2024
Q4
$95.7K Sell
2024
Q3
$109K Sell
2024
Q2
$94K Buy