Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$219K Hold
2025
Q2
$252K Hold
2025
Q1
$267K Buy
2024
Q4
Sell
2024
Q3
$134K Hold
2024
Q2
$119K Hold
2024
Q1
$123K Hold
2023
Q4
$119K Hold
2023
Q3
$115K Hold
2023
Q2
$112K Hold
2023
Q1
$115K Hold
2022
Q4
$116K Hold
2022
Q3
$112K Buy