Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2K Buy
2025
Q2
$0 Sell
2025
Q1
$30K Sell
2024
Q4
$57K Buy
2024
Q3
$20K Buy
2024
Q2
$15K Sell
2024
Q1
$17K Sell
2023
Q4
$56K Sell
2023
Q3
$42K Sell
2023
Q2
$41K Buy
2023
Q1
$48K Sell
2022
Q4
$51K Buy