Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$129K Sell
2025
Q2
$302K Buy
2025
Q1
$55.1K Sell
2024
Q4
$71.4K Buy
2024
Q3
$44.9K Hold
2024
Q2
$23.2K Hold
2024
Q1
$22.2K Hold
2023
Q4
$5.4K Buy