Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$581K Sell
2025
Q2
$505K Buy
2025
Q1
$444K Buy
2024
Q4
$44.5K Buy
2023
Q4
Sell
2023
Q3
$962 Hold
2023
Q2
$983 Hold
2023
Q1
$867 Buy