Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$216K Hold
2025
Q2
$220K Hold
2025
Q1
$207K Hold
2024
Q4
$217K Hold
2024
Q3
$250K Hold
2024
Q2
$206K Hold
2024
Q1
$227K Hold
2023
Q4
$210K Buy
2023
Q3
Sell
2023
Q2
$400K Buy
2022
Q1
Sell
2021
Q4
$249K Buy