Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$232K Buy
2024
Q4
Sell
2024
Q3
$130K Hold
2024
Q2
$107K Hold
2024
Q1
$106K Hold
2023
Q4
$87.2K Hold
2023
Q3
$88.2K Hold
2023
Q2
$89.4K Hold
2023
Q1
$88.7K Hold
2022
Q4
$83K Hold
2022
Q3
$74K Buy