Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$285K Hold
2025
Q2
$310K Hold
2025
Q1
$280K Buy
2024
Q4
Sell
2024
Q3
$152K Hold
2024
Q2
$182K Hold
2024
Q1
$198K Hold
2023
Q4
$163K Hold
2023
Q3
$165K Hold
2023
Q2
$154K Hold
2023
Q1
$149K Hold
2022
Q4
$103K Hold
2022
Q3
$126K Buy