Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$132K Hold
2025
Q2
$118K Sell
2025
Q1
$223K Hold
2024
Q4
$223K Buy
2024
Q3
$243K Buy
2024
Q2
$235K Buy
2024
Q1
$199K Hold
2023
Q4
$199K Sell
2023
Q3
$194K Buy
2023
Q2
$229K Buy
2023
Q1
$217K Hold
2022
Q4
$199K Buy