Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$243K Hold
2025
Q2
$242K Hold
2025
Q1
$235K Buy
2024
Q4
Sell
2024
Q3
$147K Buy
2024
Q2
$112K Hold
2024
Q1
$136K Hold
2023
Q4
$138K Hold
2023
Q3
$107K Hold
2023
Q2
$113K Hold
2023
Q1
$103K Hold
2022
Q4
$84K Hold
2022
Q3
$76K Buy