Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$225K Hold
2025
Q2
$217K Hold
2025
Q1
$231K Buy
2024
Q4
Sell
2024
Q3
$114K Hold
2024
Q2
$96.9K Hold
2024
Q1
$105K Hold
2023
Q4
$101K Hold
2023
Q3
$106K Hold
2023
Q2
$114K Hold
2023
Q1
$117K Hold
2022
Q4
$121K Hold
2022
Q3
$105K Buy