Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$249K Hold
2025
Q2
$275K Hold
2025
Q1
$232K Buy
2024
Q4
Sell
2024
Q3
$123K Hold
2024
Q2
$113K Hold
2024
Q1
$121K Hold
2023
Q4
$101K Hold
2023
Q3
$107K Hold
2023
Q2
$120K Hold
2023
Q1
$127K Hold
2022
Q4
$123K Hold
2022
Q3
$120K Buy