Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$268K Hold
2025
Q2
$259K Hold
2025
Q1
$265K Buy
2024
Q4
Sell
2024
Q3
$148K Hold
2024
Q2
$154K Hold
2024
Q1
$186K Hold
2023
Q4
$146K Hold
2023
Q3
$128K Hold
2023
Q2
$125K Buy
2023
Q1
$110K Sell
2022
Q4
$99K Hold
2022
Q3
$84K Buy