Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$6.18K Sell
2025
Q2
$12K Sell
2025
Q1
$22.9K Sell
2024
Q4
$45.7K Sell
2024
Q3
$94.6K Sell
2024
Q2
$96.6K Sell
2024
Q1
$102K Sell
2023
Q4
$111K Sell
2023
Q3
$186K Sell
2023
Q2
$401K Buy