Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$42.2K Sell
2025
Q2
$64.2K Sell
2025
Q1
$103K Sell
2024
Q4
$108K Buy
2024
Q3
$66.7K Sell
2024
Q2
$73.4K Sell
2024
Q1
$86.6K Sell
2023
Q4
$79K Buy