Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$85.5K Hold
2025
Q1
$91.8K Sell
2024
Q4
$187K Hold
2024
Q3
$205K Hold
2024
Q2
$173K Hold
2024
Q1
$173K Hold
2023
Q4
$131K Hold
2023
Q3
$118K Buy