Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$32K Hold
2025
Q2
$37K Sell
2025
Q1
$81K Buy
2024
Q4
$75K Buy
2024
Q3
$77K Buy
2024
Q2
$51K Buy
2024
Q1
$6K Buy