Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$15K Sell
2025
Q2
$13K Sell
2025
Q1
$18K Sell
2024
Q4
$64K Sell
2024
Q3
$73K Buy
2024
Q2
$9K Buy
2024
Q1
$8K Sell
2023
Q4
$9K Sell
2023
Q3
$7K Sell
2023
Q2
$11K Sell
2023
Q1
$10K Buy
2022
Q4
$11K Buy
2022
Q3
$5K Buy