Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3K Sell
2025
Q2
$4K Sell
2025
Q1
$40K Sell
2024
Q4
$67K Sell
2024
Q3
$78K Buy
2023
Q4
Sell
2023
Q3
$0 Buy
2023
Q1
Sell
2022
Q4
$107K Buy