Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$168K Hold
2025
Q1
$158K Hold
2024
Q4
$187K Hold
2024
Q3
$201K Hold
2024
Q2
$187K Hold
2024
Q1
$150K Hold
2023
Q4
$128K Hold
2023
Q3
$94.3K Hold
2023
Q2
$87.4K Hold
2023
Q1
$59K Buy
2022
Q4
$55K Buy