Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$17.5K Hold
2025
Q2
$19K Sell
2025
Q1
$24K Buy
2024
Q4
Sell
2024
Q3
$36K Sell
2024
Q2
$39K Sell
2024
Q1
$38K Sell
2023
Q4
$38K Sell
2023
Q3
$38K Buy