Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$76K Sell
2025
Q2
$78K Buy
2025
Q1
$75K Sell
2024
Q4
$71K Sell
2024
Q3
$119K Buy
2024
Q2
$73K Sell
2024
Q1
$78K Sell
2023
Q4
$71K Buy
2023
Q3
$59K Sell
2023
Q2
$77K Sell
2023
Q1
$73K Buy
2022
Q4
$61K Buy
2022
Q3
$44K Buy