Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$55.4K Sell
2025
Q2
$70K Sell
2025
Q1
$72K Buy
2024
Q4
$72 Sell
2024
Q3
$78K Sell
2024
Q2
$75K Sell
2024
Q1
$115K Sell
2023
Q4
$114K Buy
2023
Q3
$96K Buy