Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$358K Hold
2025
Q2
$353K Hold
2025
Q1
$332K Buy
2024
Q4
Sell
2024
Q3
$204K Hold
2024
Q2
$190K Hold
2024
Q1
$185K Hold
2023
Q4
$159K Hold
2023
Q3
$136K Hold
2023
Q2
$149K Hold
2023
Q1
$132K Hold
2022
Q4
$116K Hold
2022
Q3
$116K Buy