Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$40K Buy
2025
Q2
$19K Sell
2025
Q1
$43K Sell
2024
Q4
$49K Sell
2024
Q3
$54K Sell
2024
Q2
$65K Sell
2024
Q1
$64K Buy
2023
Q4
$28K Sell
2023
Q3
$34K Sell
2023
Q2
$41K Sell
2023
Q1
$40K Buy