Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$5K Sell
2025
Q2
$10K Sell
2025
Q1
$34K Hold
2024
Q4
$34K Buy
2024
Q3
$5K Buy
2024
Q2
$4K Buy
2024
Q1
$4K Sell
2023
Q4
$63K Buy
2023
Q3
$60K Buy
2023
Q2
$57K Buy
2023
Q1
$58K Buy