Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$118K Hold
2025
Q1
$108K Hold
2024
Q4
$119K Hold
2024
Q3
$122K Buy
2023
Q3
Sell
2023
Q2
$164K Hold
2023
Q1
$181K Hold
2022
Q4
$152K Hold
2022
Q3
$149K Buy